About the role
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
About Farther Finance
Farther is a wealth management company that combines financial advisory services with a proprietary technology platform designed to support investment management, financial planning, and tax optimization. The company provides clients with a centralized system for viewing and managing financial accounts, documents, portfolios, and cash management activities in one place. Farther offers services that include portfolio management, retirement planning, estate planning, business planning, and access to private market investment opportunities through its advisory and asset management teams. Its platform is designed to help advisors automate administrative processes, improve operational efficiency, and deliver customized investment strategies supported by data and analytics. The company also works with high-net-worth individuals, families, entrepreneurs, and institutions by providing integrated financial planning and investment management services tailored to varying levels of financial complexity.
Other roles at Farther Finance
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Job details
Location
New York, NY
Funding
Total raised
$118M
Last stage
Series C
Investors
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.