Client Experience Associate, Advisor Growth
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Job Location:
Irving, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
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.
The Role
Join Farthers client concierge team as the critical first point of contact for potential clients nationwide. Youll connect individuals with our wealth advisors while qualifying leads to ensure quality meetings.
As a Client Experience Associate on our rapidly scaling Lead Generation team youll be instrumental in our continued expansion. Farther manages over $3 billion in assets and was recently named to the 2024 Fintech Innovation 50. This is a ground-floor opportunity to grow with a team thats a major focus for our executive leadership.
Your Impact
- Serve as the first point of contact for inbound leads via phone email SMS and live chat
- Qualify potential clients to determine fit before scheduling meetings with advisors
- Make daily outreach calls to prospects through our multi-day engagement campaigns
- Proactively manage your pipeline and prevent opportunities from falling through the cracks
- Partner closely with sales leadership and the head of Client Acquisition on a close-knit team to optimize a clients journey to joining Farther
- Track all interactions and maintain detailed records in HubSpot
- Drive process improvements through thoughtful feedback and innovation
The Ideal Match
- 2 years of sales experience preferably in financial services
- Natural go-getter attitude with a bias for action - you see every prospect as an opportunity
- Strong communication skills and engaging phone presence
- Self-motivated and comfortable working independently
- Detail-oriented with excellent organizational and time management skills
- Comfortable with fast-paced high-growth startup environments
- CRM experience required (HubSpot experience is a plus)
Bonus Points
- Background in wealth management or financial services
- Track record of exceeding sales metrics
- Adaptability and quick learning in evolving processes
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 options
- Unlimited PTO
Required Experience:
IC
Key Skills
- Channel Marketing
- Accounting Tally
- CSS
- Corporate Risk Management
- Hibernate
- Brokerage
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.
