Financial Services, Fintech, Wealth Management

Advisor Business Development Associate

Dallas, TXHybridFull TimePosted 1 month agoVisa sponsorship available

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Required skills

outbound prospecting
financial advisors
pipeline
CRM
forecast
discovery calls
signed agreement
activity targets
pipeline targets
quota

Nice to have

financial services
wealth management
fintech
Salesforce
HubSpot
advisor practice management

Role summary

Farther is seeking an Advisor Business Development Associate to join their fast-scaling fintech company. This high-volume outbound sales role involves initiating conversations with financial advisors, managing a pipeline, conducting discovery calls, and partnering with senior team members to close deals. The ideal candidate has 2+ years of sales or recruiting experience, a track record of meeting quota, enjoys cold calling, and is motivated by variable compensation. Experience in financial services, wealth management, or fintech, along with familiarity with Salesforce or HubSpot, is a plus. The role offers a competitive compensation package, health benefits, and growth opportunities.

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, develop those conversations into real opportunities, and book meetings for our Directors. It's a high-volume outbound role and the first step on a clear path: build your track record here and you'll grow into running the full recruiting cycle yourself.

Your Impact

Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn

Book qualified meetings between advisors and our Directors

Run discovery to understand an advisor's practice, goals, and timing, and develop early-stage deals

Keep the CRM clean and your pipeline up to date

Hit and exceed weekly meeting and activity 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

A clear path to running the full sales cycle as you prove your track record

Ground-floor opportunity at a fast-scaling startup

Work alongside some of the brightest minds in fintech

Full health benefits + 401(k) matching & Roth IRA options

Unlimited PTO

Ready to apply?

You'll be redirected to Farther's application page.