Advisor Business Development Associate,

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Dallas, TX, USA
In-Office or Remote
Junior
Fintech • Financial Services
Farther is a Generational Financial Institution unlocking greater wealth potential for clients.
The Role
Conduct high-volume outbound prospecting to financial advisors through phone, email, and LinkedIn. Build and manage a qualified pipeline, maintain accurate CRM records and forecasts, conduct discovery calls, and partner with senior teammates to move prospects toward signed agreements. The role requires meeting monthly activity and pipeline targets and offers uncapped commission potential in a fast-growing fintech environment.
Summary Generated by Built In
Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

Farther is growing fast, and the advisors who join us are a big reason why. As an Associate on our Advisor Business Development team, you'll start conversations with financial advisors who are ready for a better platform and help move them from first call to signed. It's a high-volume outbound role with real upside for people who love the phone, own their numbers, and want to grow their career at a fast-scaling fintech.

Your Impact

  • Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn
  • Build and manage your own pipeline, keeping the CRM clean and your forecast honest
  • Run discovery calls to understand an advisor's practice, goals, and timing
  • Partner with senior teammates to move qualified advisors toward a signed agreement
  • Hit and exceed monthly activity and pipeline targets

The Ideal Match

  • 2+ years of sales or recruiting experience
  • A track record of meeting or exceeding quota
  • You enjoy cold calling and building pipeline from scratch
  • Motivated by variable comp, with clear goals for your career and earnings
  • Bachelor's degree

Bonus Points

  • Experience in financial services, wealth management, or fintech
  • Hands-on experience with Salesforce or HubSpot
  • Familiarity with how financial advisors run and grow their practices

Why Join Us

  • Competitive comp package with uncapped commission potential
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Skills Required

  • 2+ years of sales or recruiting experience
  • Track record of meeting or exceeding quota
  • Enjoys cold calling and building pipeline from scratch
  • Motivated by variable compensation with clear career and earnings goals
  • Bachelor's degree
  • Experience in financial services, wealth management, or fintech
  • Hands-on experience with Salesforce or HubSpot
  • Familiarity with how financial advisors run and grow their practices

Farther Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Farther and has not been reviewed or approved by Farther.

  • Strong & Reliable Incentives — Advisor compensation includes a transparent, higher‑payout grid and equity participation that can deliver strong upside for producers. The design emphasizes meaningful rewards as production grows.
  • Healthcare Strength — Medical coverage via a major national carrier with multiple plan options, HSA/FSA contributions, and complimentary primary‑care access signal comprehensive healthcare support. Dental and vision coverage round out the core offering.
  • Retirement Support — A 401(k) with company match that vests immediately, alongside traditional, Roth, and after‑tax options, enables advanced retirement saving strategies. Administration via Empower supports accessibility.

Farther Insights

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The Company
HQ: San Francisco, CA
530 Employees
Year Founded: 2019

What We Do

Farther is the intelligent wealth management firm that's redefining the industry by combining proprietary technology with expert financial advisor guidance. We're building a generational financial institution that empowers advisors to focus on what matters most - they're clients and growing their business - while our all-in-one platform handles the back-office complexity. Our comprehensive wealth management platform offers clients a unified view of their entire financial lives through a single login, while advisors gain access to advanced tools for building personalized, tax-optimized portfolios. We provide access to extensive public strategies and alternative investments, plus our own Farther Asset Management products alongside offerings from BlackRock, Vanguard, and Fidelity. Named the #1 fastest-growing financial services firm in America by Inc. Magazine with 11,968% revenue growth over three years, we've achieved over $13 billion in recruited assets and are backed by $118M in funding, including a Series C led by CapitalG (Google's growth fund). With 400+ employees across offices in New York, Dallas, and San Francisco, we're scaling rapidly while maintaining our commitment to innovation and excellence.

Why Work With Us

We're building a generational financial institution and a mission-driven team through our CARE values: Communication, Action, Respect, and Excellence. Named to Inc. Best Workplaces two years running, we offer comprehensive benefits like $0 health coverage, immediate 3% 401(k), unlimited PTO, and quarterly recognition programs.

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