[Remote] Associate, Advisor Business Development at Farther

Remote

Farther Logo
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

Requirements

  • Bachelor's 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

Responsibilities

  • 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 Farther's 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

Skills

Farther

Personalized wealth management and financial advice

About Farther

Farther.com offers personalized wealth management services aimed at helping clients grow their wealth for future generations. The company uses advanced technology and data-driven strategies to provide tailored financial advice, ensuring that the interests of the clients and advisors are aligned for unbiased guidance. Their proprietary platform includes smart features that allow advisors to concentrate on client needs while offering access to a variety of public strategies and alternative investments to enhance investment potential. Farther.com employs a team of experts, including financial planners and estate attorneys, to deliver comprehensive financial support. Unlike many competitors, Farther.com emphasizes personalized service and proactive technology in its approach to wealth management, with the goal of providing clients with well-rounded financial advice.

New York City, New YorkHeadquarters
2019Year Founded
$114.8MTotal Funding
SERIES_CCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Flexible Work Hours

Risks

Rapid AUM growth may strain Farther's proprietary platform if not managed properly.
High valuation post-Series B raises pressure to meet investor expectations.
Reliance on technology exposes Farther to risks of obsolescence or failure.

Differentiation

Farther combines expert advisors with cutting-edge technology for a unique client experience.
The firm offers a proprietary platform with smart features for personalized financial advice.
Farther's integration with Wealth.com enhances estate planning for high-net-worth clients.

Upsides

Farther's AUM increased 4x year-over-year, showing strong market demand.
The $72 million Series C funding supports expansion of Farther's advisor network.
Partnerships with Wealth.com and YCharts enhance Farther's comprehensive service offerings.

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