Fartherfinance

Advisor Business Development Coordinator

Hybrid - Dallas, TX. Posted 9 months ago

The role

You will run the coordination and logistics for the Advisor Business Development team. This includes Discovery Day events, leadership calendars, the candidate pipeline, and offers and contracts with HR and Finance.

What you will do

  • Coordinate Discovery Day logistics end-to-end
  • Manage calendars and meetings for leadership
  • Track candidates through the sales pipeline
  • Coordinate offers and contracts with HR and Finance
  • Book travel and manage logistics for team events and candidate visits
  • Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
  • Identify inefficiencies and implement solutions proactively

Required qualifications

  • 1-3 years in a coordinator, executive assistant, or operations role
  • Exceptionally organized with sharp attention to detail
  • Proactive problem-solver who takes ownership
  • Strong written and verbal communicator
  • Comfortable juggling multiple priorities in a fast-paced environment
  • Technically curious and quick to learn new systems such as HubSpot, Greenhouse and Google Suite
  • High EQ and professionalism with advisor candidates

Nice to have

  • Experience in financial services, wealth management, or fintech
  • Background in recruiting coordination or sales support
  • Interest in growing into a chief of staff or senior operations role
  • Familiarity with CRM tools and reporting

Benefits

  • Competitive compensation package that rewards impact
  • Full health benefits
  • 401(k) matching and Roth IRA options
  • Unlimited PTO
  • Ground-floor opportunity at a fast-scaling startup
  • Opportunity to chart your own growth path

Before you apply

  • Posting describes the role as an Advisor Recruiting Coordinator, while the title is Advisor Business Development Coordinator

About the company

Farther is a rapidly growing RIA that combines expert advisors with technology to deliver tailored wealth management. It is backed by venture capital and fintech investors.

Advisor Business Development Coordinator at Fartherfinance | JobZoey