RIA Advisor Onboarding Trainer
RIA Advisor Onboarding Trainer
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Job Description
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive tailored wealth management experience.
Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management fintech and technology production 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 youre 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
As an RIA Advisor Onboarding Trainer youll be the cornerstone of our advisor onboarding experience ensuring every new advisor has the knowledge tools and confidence to thrive at Farther. Youll work closely with our Managing Directors to deliver comprehensive training that bridges the gap between an advisors previous experience and the Farther way of doing business.
This isnt just about showing someone how to click buttons youll be a strategic partner who understands how to effectively communicate with financial professionals and can translate our innovative platform and processes into practical actionable guidance that drives real results.
Your Impact
Training Program Leadership
- Lead daily training sessions for new advisors during their critical first 90 days
- Coordinate with business line owners to ensure training content stays current and attendance is tracked
- Run weekly New Advisor Training sessions creating a consistent and engaging learning environment
- Conduct knowledge assessments and milestone check-ins to track advisor progress and readiness
Sales & Systems Training
- Train advisors on HubSpot usage deal management and our technology stack
- Guide advisors through positioning our platform effectively with prospects and clients
- Teach practical application of tools including Notion FAM and other growth-focused systems
- Share practical examples and scenarios that new advisors will encounter in their day-to-day work
Advisor Success & Support
- Serve as the primary point of contact for new advisor questions during their onboarding period
- Provide ongoing feedback to Managing Directors on individual advisor progress and support needs
- Identify training gaps and process improvements to enhance the overall program
- Answer complex questions from advisors with credibility built through deep understanding of the financial services industry and Farthers approach
Program Development
- Collaborate with multiple partners to create an optimal training environment
- Continuously improve training processes based on advisor feedback and outcomes
- Maintain attendance tracking and learning development loops
- Contribute to the development of standardized training materials and best practices
The Ideal Match
- Proven experience as an exceptional trainer coach or learning & development professional
- Strong communication and presentation skills with ability to engage and educate adult learners
- Experience with curriculum delivery and program management
- Ability to quickly learn and master new technology systems
- Strong interpersonal skills and ability to build rapport with financial professionals
- Growth mindset with passion for process improvement and helping others succeed
- Proactive problem-solving approach with bias for action
Bonus Points
- Experience as a Financial Advisor or in financial services client-facing roles
- Internal wholesaler or Subject Matter Expert experience at an Asset Manager working with advisors
- Team Lead or Manager experience with groups of Financial Advisors
- Background in training financial services professionals
- Experience with CRM systems (HubSpot experience preferred) and financial technology platforms
- CFP CFA Series 66 or other relevant professional designations
- Experience in fintech RIA or fast-paced startup environments
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 Lets talk!
Required Experience:
Unclear Seniority
Employment Type
Advisor
