Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re 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 you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
Join Farther's client concierge team as the critical first point of contact for potential clients nationwide. You'll 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, you'll be instrumental in our continued expansion. This is a ground-floor opportunity to grow with a team that's a major focus for our executive leadership.
Your ImpactServe 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 client’s journey to joining Farther
Track all interactions and maintain detailed records in HubSpot
Drive process improvements through thoughtful feedback and innovation
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)
- Background in wealth management or financial services
- Track record of exceeding sales metrics
- Adaptability and quick learning in evolving processes
- 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
Top Skills
Farther New York, New York, USA Office
4 World Trade Center, New York, NY, United States, 10007
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