Best suited to candidates with sales or recruiting experience working in financial services or fintech, who thrive in a high-volume outbound role with a hybrid work arrangement and a focus on building relationships from scratch.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Farther via Greenhouse
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!
Source: Farther careers (Greenhouse)