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Farther

Personalized wealth management with data-driven guidance

Advisor Business Development Associate

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-timeNew York, NY, USAHybrid

About the Job

Requirements

  • At least 2 years of sales or recruiting experience.
  • A track record of meeting or exceeding quota.
  • A bachelor's degree.
  • Enjoy cold calling and building a pipeline from scratch.
  • Motivation by variable compensation and clear career and earnings goals.

Responsibilities

  • Conduct daily outbound prospecting to financial advisors by phone, email, and LinkedIn.
  • Book qualified meetings between advisors and Directors.
  • Conduct discovery to understand an advisor's practice, goals, and timing, and develop early-stage deals.
  • Maintain accurate customer relationship management records and keep the pipeline up to date.
  • Meet and exceed weekly meeting and activity targets.

Desired Qualifications

  • Experience in financial services, wealth management, or financial technology.
  • Hands-on experience with Salesforce or HubSpot.
  • Familiarity with how financial advisors run and grow their practices.

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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