Client Experience Associate, Advisor Growth

Hybrid - Irving, TX

Company Description

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.

The Role

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. 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 that's 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 client’s 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

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