Associate, Advisor Business Development
Share
Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
As an Associate Advisor Business Development professional youll play a critical role in scaling Farthers advisor network by identifying and recruiting exceptional financial advisors to our platform. This is a strategic sales position requiring sophisticated relationship-building deep consultative expertise and the ability to articulate our differentiated value proposition to seasoned wealth management professionals.
Youll manage the entire advisor acquisition lifecyclefrom prospecting through contract executionwhile navigating the complex decision-making processes inherent in practice transitions. This role requires travel to Dallas twice monthly for high-priority prospect engagements alongside senior leadership.
Your Impact
- Execute targeted outbound prospecting strategy with 50 daily touchpoints to qualified financial advisors
- Orchestrate comprehensive sales cycles from initial engagement through close managing multiple stakeholders and complex evaluation processes
- Conduct rigorous discovery sessions to map advisor pain points practice economics and growth objectives
- Deliver sophisticated presentations articulating Farthers technology infrastructure operational capabilities and competitive advantages
- Lead in-depth platform demonstrations showcasing how our solutions address specific practice management challenges
- Collaborate with cross-functional teams to develop customized transition strategies for high-value prospects
- Maintain meticulous pipeline hygiene and provide accurate revenue forecasting
- Participate in bimonthly strategic prospect meetings in Dallas with executive leadership
- Consistently achieve and exceed quarterly sales quotas and key performance metrics
- Contribute strategic insights to refine our go-to-market approach and sales methodology
The Ideal Match
- Bachelors degree or 4 years of demonstrated excellence in complex B2B sales
- Verifiable track record of consistently exceeding quota in competitive sales environments
- Proven proficiency in high-volume prospecting with strong conversion metrics
- Expertise in managing sophisticated multi-stakeholder sales processes in virtual environments
- Advanced consultative sales skills including needs analysis value-based selling and solution positioning
- Exceptional ability to qualify prospects overcome objections and drive deals to close
- Strong executive presence with polished communication and presentation capabilities
- Disciplined self-management and accountability in remote work settings
- Comfort with technology platforms and data-driven sales approaches
- Flexibility to travel to Dallas twice monthly for prospect meetings
Bonus Points
- Background in financial services wealth management or fintech sales
- Established network within the RIA or independent advisor community
- Experience with enterprise CRM systems (Salesforce HubSpot)
- Understanding of advisor business models custody platforms and transition economics
- Previous experience in recruitment talent acquisition or channel development
Why Join Us
- Competitive compensation structure with uncapped commission potential
- 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
- Flexible work environment with office access in Dallas New York and San Francisco
Ready to disrupt wealth management Lets talk!
Required Experience:
IC
Key Skills
- Business Intelligence
- Children Activity
- Business Analysis
- Corporate Sales
- ABB
- Corporate Development
About Company
Our experienced advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you, your family, your future — and beyond.
