Farther

Personalized wealth management with data-driven guidance

Advisor Business Development Coordinator

Administrative SupportPosted on Nov 11

Full-timeDallas, TX, USANo salary listedHybrid

About the Job

Requirements

The role requires 1–3 years of experience in a coordinator, executive assistant, or operations role, ideally supporting a sales or recruiting function.
The candidate must be highly organized and attentive to detail.
The candidate must be a proactive problem-solver who takes ownership.
The candidate must communicate effectively in writing and verbally with leadership and external candidates.
The candidate must be comfortable managing multiple priorities in a fast-paced environment.
The candidate must be technically curious and able to learn systems such as HubSpot, Greenhouse, and Google Suite.
The candidate must demonstrate high emotional intelligence and professionalism when interacting with advisor candidates.

Responsibilities

Coordinate Discovery Day logistics end-to-end to deliver a seamless candidate experience.
Manage leadership calendars and meetings, protecting time for high-impact work and ensuring the right participants attend.
Facilitate sales-process execution by tracking candidates through the pipeline and ensuring follow-through.
Coordinate offers and contracts with HR and Finance, driving deals to close.
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 proactively and implement solutions.

Desired Qualifications

Experience in financial services, wealth management, or fintech.
A background in recruiting coordination or sales support.
Interest in growing into a chief of staff or senior operations role.
Familiarity with customer relationship management tools and reporting.

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

We're looking for an Advisor Recruiting Coordinator to run the operational engine of our Advisor Business Development team. You'll own the coordination and logistics that keep our recruiting machine moving—from Discovery Days to contract execution to making sure leadership is focused on the highest-leverage activities. This is a role for someone who's highly organized, proactive, and wants to grow into a chief of staff or senior operations function as we scale.

Your Impact

Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
Facilitate the sales process execution—tracking candidates through the pipeline and ensuring nothing falls through the cracks
Coordinate offers and contracts in partnership with HR and Finance, driving deals to close
Book travel and manage logistics for team events and candidate visits
Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
Proactively identify inefficiencies and implement solutions before being asked

The Ideal Match

1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function
Exceptionally organized with sharp attention to detail
Proactive problem-solver who takes ownership and doesn't wait to be told what to do
Strong communicator—written and verbal—who can work effectively with leadership and external candidates
Comfortable juggling multiple priorities in a fast-paced environment
Technically curious and quick to learn new systems (HubSpot, Greenhouse, Google Suite, etc.)
High EQ and professionalism when interacting with advisor candidates

Bonus Points

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

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 IRA options
Unlimited PTO

Ready to disrupt wealth management? Let's talk!

About the Company

Farther

Personalized wealth management with data-driven guidance

Farther is a financial technology company that provides personalized wealth management and financial advisory services. It targets clients who want to grow wealth for future generations by offering tailored financial planning, investment strategies, and ongoing guidance. The product works through Farther’s proprietary platform, which equips advisors with smart tools to deliver data-driven advice and proactive support. Advisors can access a wide range of public investment strategies and select alternative investments to optimize each dollar invested, while being supported by a cross-disciplinary team of experts (financial planners, estate attorneys, CPAs, insurance specialists, and more). Revenue comes from fees charged for wealth management services. Farther stands out by aligning its advisors’ incentives with clients’ interests, providing unbiased guidance, and combining advanced technology with a comprehensive, team-based advisory approach to deliver personalized financial support.

Company size: 501-1,000
Company stage: Growth Equity (Non-Venture Capital)
Total funding: $268M
Headquarters: San Francisco, CA
Founded: 2019

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