Advisor Business Development Associate,
Farther Open · verified Oct 6, 2026 At a glance
Junior Business Development role at Farther. Dallas.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Start daily outreach to financial advisors by phone, email and LinkedIn to spark conversations
- Create and maintain your own prospect pipeline, keeping CRM details current and forecasts grounded
- Use discovery calls to uncover an advisor’s practice, goals and decision timing
- Coordinate with senior teammates to bring qualified advisors closer to signing
- Deliver against monthly activity and pipeline targets, with room to exceed them
What you bring
- At least two years of experience in sales or recruiting
- A history of reaching or exceeding quota
- You hold a bachelor’s degree
Who this fits
This junior outbound sales role suits someone who likes cold calling, building a pipeline and pursuing clear activity and earnings goals. You’ll partner with senior teammates to move advisor prospects toward signed agreements.
From the employer
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!
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