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Associate at Farther - ApplyBlast

Associate

Farther

15 days ago

4.6 on Glassdoor

Dallas, Texas, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

Farther is seeking an Associate on its Advisor Business Development team to drive growth by engaging financial advisors and moving them from initial contact to signed agreements. This high-volume outbound role focuses on prospecting, managing a sales pipeline, and conducting discovery calls to understand advisor needs. The position offers significant earning potential through uncapped commission and the opportunity to grow within a fast-scaling fintech company.

Responsibilities

Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn
Build and manage your own pipeline, keeping the CRM clean and your forecast honest
Run discovery calls to understand an advisor's practice, goals, and timing

Skills

About Farther

farther.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2019

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Farther is a modern wealth management firm that combines experienced human advisors with a data‑driven platform to deliver comprehensive financial planning and investment management. They help individuals and families put their money to work through personalized plans, portfolio construction, and ongoing advice. Farther emphasizes evidence‑based investing and accessible advisor relationships to simplify complex, multi‑generational financial decisions. The company positions itself as “the new era of wealth management,” blending expertise and technology to set a higher standard in planning.