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.
As an Associate, Advisor Business Development professional, you'll play a critical role in scaling Farther's advisor network by identifying and recruiting exceptional financial advisors to our platform. This is a strategic sales position requiring sophisticated relationship-building, deep consultative expertise, and the ability to articulate our differentiated value proposition to seasoned wealth management professionals.
You'll manage the entire advisor acquisition lifecycle—from prospecting through contract execution—while navigating the complex decision-making processes inherent in practice transitions. This role requires travel to Dallas twice monthly for high-priority prospect engagements alongside senior leadership.
Your Impact- Execute targeted outbound prospecting strategy with 50+ daily touchpoints to qualified financial advisors
- Orchestrate comprehensive sales cycles from initial engagement through close, managing multiple stakeholders and complex evaluation processes
- Conduct rigorous discovery sessions to map advisor pain points, practice economics, and growth objectives
- Deliver sophisticated presentations articulating Farther's technology infrastructure, operational capabilities, and competitive advantages
- Lead in-depth platform demonstrations showcasing how our solutions address specific practice management challenges
- Collaborate with cross-functional teams to develop customized transition strategies for high-value prospects
- Maintain meticulous pipeline hygiene and provide accurate revenue forecasting
- Participate in bimonthly strategic prospect meetings in Dallas with executive leadership
- Consistently achieve and exceed quarterly sales quotas and key performance metrics
- Contribute strategic insights to refine our go-to-market approach and sales methodology
- Bachelor's degree or 4+ years of demonstrated excellence in complex B2B sales
- Verifiable track record of consistently exceeding quota in competitive sales environments
- Proven proficiency in high-volume prospecting with strong conversion metrics
- Expertise in managing sophisticated, multi-stakeholder sales processes in virtual environments
- Advanced consultative sales skills, including needs analysis, value-based selling, and solution positioning
- Exceptional ability to qualify prospects, overcome objections, and drive deals to close
- Strong executive presence with polished communication and presentation capabilities
- Disciplined self-management and accountability in remote work settings
- Comfort with technology platforms and data-driven sales approaches
- Flexibility to travel to Dallas twice monthly for prospect meetings
- Background in financial services, wealth management, or fintech sales
- Established network within the RIA or independent advisor community
- Experience with enterprise CRM systems (Salesforce, HubSpot)
- Understanding of advisor business models, custody platforms, and transition economics
- Previous experience in recruitment, talent acquisition, or channel development
- Competitive compensation structure 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
- Flexible work environment with office access in Dallas, New York, and San Francisco
Top Skills
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 - their 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 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. Join our mission-driven team.
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