Advisor Business Development Coordinator

Farther
Dallas, TX
HybridCareer-pivot friendly

Who this role is best for

A natural match if you have experience in sales or recruiting coordination and are comfortable with a hybrid work arrangement in Dallas, TX.

Best fit for

  • Candidates with 1-3 years in sales or recruiting coordination roles, ideally in financial services or fintech
    — “1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function”
  • Individuals who thrive in cross-functional environments and act as operational hubs
    — “Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners”
  • People with a proactive mindset and a track record of identifying and solving inefficiencies
    — “Proactively identify inefficiencies and implement solutions before being asked”

Things to consider

  • The role requires coordination across multiple departments and may demand high availability for meetings and travel
    — “Manage calendars and meetings for leadership, protecting time for high-impact work”

How to stand out

  • Highlight experience in managing complex pipelines and coordinating high-stakes meetings
    — “Facilitate the sales process execution—tracking candidates through the pipeline”
  • Emphasize your comfort with CRM tools like HubSpot and Greenhouse in your resume and interview responses
    — “Technically curious and quick to learn new systems (HubSpot, Greenhouse, Google Suite, etc.)”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • coordinate Discovery Day logistics
  • manage calendars and meetings for leadership
  • facilitate sales process execution
  • coordinate offers and contracts
  • serve as operational hub across Advisor Recruiting, HR, and cross-functional partners
Typical background
coordinatorexecutive assistantoperations

Skills & requirements

Required

CoordinationLogisticsRecruitingSales SupportOrganizational SkillsCommunication

Preferred

Financial ServicesWealth ManagementFintechRecruiting CoordinationSales SupportChief Of StaffSenior Operations

Stack & domain

LeadershipCommunicationFinance

About the role

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 

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!

Source: Farther careers (Greenhouse)

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