Teams at Farther

Own the advisor lead-generation pipeline by conducting high-volume outbound phone, email, and SMS campaigns, qualifying inbound prospects, managing follow-ups, meeting lead-generation targets, and maintaining accurate HubSpot records. Partner with sales leadership to refine messaging, identify conversion patterns, and improve outreach processes. Serve as the first point of contact for prospective wealth-management clients.

Manage the day-to-day operations and client relationships for a wealth advisor serving high-net-worth clients. Handle client requests, account reviews, trading and cash checks, asset transfers, RMDs, Roth conversions, meeting preparation, CRM documentation, follow-up coordination, referrals, client events, budgets, and centers-of-influence relationships. The role requires an active Series 65 license, wealth management experience, familiarity with portfolio and CRM tools, and strong judgment and communication skills.

Conduct high-volume outbound prospecting to financial advisors through phone, email, and LinkedIn. Qualify prospects, understand their practices and goals, develop early-stage opportunities, book meetings for sales directors, maintain accurate CRM records, and meet weekly activity and meeting targets. The role offers a path toward managing the full sales cycle.