Farther Logo

Farther

Associate, Advisor Business Development

Posted Yesterday
Be an Early Applicant
Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
The role focuses on scaling Farther's advisor network by recruiting financial advisors through strategic sales, prospecting, and managing complex relationships.
The summary above was generated by AI
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.

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
The Ideal Match 
  • 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
Bonus Points 
  • 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
Why Join Us
  • 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
Ready to disrupt wealth management? Let's talk!

Top Skills

Hubspot
Salesforce

Similar Jobs

An Hour Ago
Remote or Hybrid
United States
94K-127K Annually
Mid level
94K-127K Annually
Mid level
HR Tech • Information Technology • Professional Services • Sales • Software
The Customer Success Manager - Bob Finance manages customer relationships, driving adoption and retention through financial expertise and strategic account management. Responsibilities include utilizing customer health data to identify opportunities for growth and collaborating cross-functionally to align customer priorities with business outcomes.
Top Skills: Epm ToolsFp&ASaaS
3 Hours Ago
In-Office or Remote
San Francisco, CA, USA
40K-80K Annually
Mid level
40K-80K Annually
Mid level
Software
The Product Designer will create engaging mobile and web interfaces, enhance the user experience in group chats, and collaborate with product and engineering teams.
Top Skills: Figma
3 Hours Ago
Remote or Hybrid
San Diego, CA, USA
156K-273K Annually
Senior level
156K-273K Annually
Senior level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Design and develop software for PostgreSQL database management, ensuring reliability and scalability. Collaborate with stakeholders to incorporate feedback and meet technical requirements.
Top Skills: Ci/Cd SystemsGoJenkinsKubernetesLinuxMariadbMySQLOraclePostgresPuppetPythonRuby

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account