Advisor Business Development Associate

The role

You will run daily outbound prospecting to financial advisors via phone, email, and LinkedIn. You will book qualified meetings for Directors and develop early-stage deals through discovery.

What you will do

• 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
• Develop early-stage deals
• Keep the CRM clean and your pipeline up to date
• Hit and exceed weekly meeting and activity targets

Required qualifications

• 2+ years of sales or recruiting experience
• A track record of meeting or exceeding quota
• Enjoy cold calling and building pipeline from scratch
• Motivated by variable comp
• Bachelor's degree

Nice to have

• 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

Benefits

• Competitive comp package with uncapped commission potential
• A clear path to running the full sales cycle
• Full health benefits
• 401(k) matching
• Roth IRA options
• Unlimited PTO

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.