Advisor Business Development Coordinator

Posted 16 Days Ago
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Dallas, TX
In-Office
Junior
Fintech • Financial Services
Farther is a Generational Financial Institution unlocking greater wealth potential for clients.
The Role
The Advisor Business Development Coordinator will handle logistics for recruiting, manage calendars, facilitate hiring processes, and improve operational efficiency.
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 

We're looking for an Advisor Recruiting Coordinator to run the operational engine of our Advisor Business Development team. You'll own the coordination and logistics that keep our recruiting machine moving—from Discovery Days to contract execution to making sure leadership is focused on the highest-leverage activities. This is a role for someone who's highly organized, proactive, and wants to grow into a chief of staff or senior operations function as we scale.

Your Impact 
  • Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
  • Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
  • Facilitate the sales process execution—tracking candidates through the pipeline and ensuring nothing falls through the cracks
  • Coordinate offers and contracts in partnership with HR and Finance, driving deals to close
  • Book travel and manage logistics for team events and candidate visits
  • Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
  • Proactively identify inefficiencies and implement solutions before being asked
The Ideal Match 
  • 1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function
  • Exceptionally organized with sharp attention to detail
  • Proactive problem-solver who takes ownership and doesn't wait to be told what to do
  • Strong communicator—written and verbal—who can work effectively with leadership and external candidates
  • Comfortable juggling multiple priorities in a fast-paced environment
  • Technically curious and quick to learn new systems (HubSpot, Greenhouse, Google Suite, etc.)
  • High EQ and professionalism when interacting with advisor candidates
Bonus Points 
  • Experience in financial services, wealth management, or fintech
  • Background in recruiting coordination or sales support
  • Interest in growing into a chief of staff or senior operations role
  • Familiarity with CRM tools and reporting
Why Join Us
  • Competitive comp package that rewards impact
  • 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!

Top Skills

Google Suite
Greenhouse
Hubspot
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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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