Advisor Lead Generation Specialist
Farther Open At a glance
Mid-level Demand Generation role at Farther. Dallas · no salary stated · we estimate $90,889–$140,000 across the United States.
Farther has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Reach prospects through phone, email and SMS across outbound campaigns that run over several days
- Check incoming leads for fit, then pass qualified prospects to wealth advisors
- Keep prospects advancing by managing your pipeline and following up proactively
- Track weekly and monthly lead targets, log prospect activity in HubSpot and share conversion feedback
- Work with sales leaders and Client Acquisition to improve outreach plans and messaging
What you bring
- At least four years in sales or lead generation, ideally in financial services
- A record of meeting outbound activity measures and pipeline goals
- Strong phone communication, clear writing and organized follow-through
- Comfort using a CRM; HubSpot familiarity is preferred
Who this fits
This mid-level role suits someone who enjoys outbound prospecting, pipeline ownership and measurable lead-generation goals. It is remote and involves frequent contact with prospects by phone, email and SMS.
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 building the future of wealth management — and the Advisor Lead Generation Specialist is a critical driver of that growth. You'll own the top of our advisor pipeline: identifying, engaging, and qualifying prospective clients before connecting them with our wealth advisors. This isn't a passive scheduling role. You'll be working outbound campaigns, managing a live pipeline, and hitting targets in a fast-moving environment where your output directly fuels advisor revenue.
Your Impact
- Run high-volume outbound outreach via phone, email, and SMS to engage prospects across multi-day campaigns
- Qualify inbound leads to assess fit before routing to wealth advisors
- Manage and own your pipeline — proactively following up to keep prospects moving through the funnel
- Meet and exceed weekly and monthly lead generation targets and pipeline KPIs
- Serve as the first point of contact for Farther — setting a strong first impression with every interaction
- Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging
- Track all prospect interactions and maintain accurate records in HubSpot
- Surface patterns and feedback to drive continuous improvement in conversion and process
The Ideal Match
- 4+ years of sales or lead generation experience, preferably in financial services
- Proven track record of hitting outbound activity metrics and pipeline targets
- Engaging phone presence and strong written communication skills
- Self-starter with a bias for action — you don't wait to be told to follow up
- Highly organized with strong time management and attention to detail
- Highly adaptable and thrives in fast-paced, high-growth environments
- CRM proficiency required — HubSpot experience preferred
Bonus Points
- Background in wealth management, fintech, or financial services sales
- Experience running multi-touch outbound sequences
- Track record of exceeding quota or lead generation benchmarks
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 options
- Unlimited PTO
Ready to disrupt wealth management? Let's talk!
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