RIA Advisor Onboarding Trainer

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

As an RIA Advisor Onboarding Trainer, you'll be the cornerstone of our advisor onboarding experience, ensuring every new advisor has the knowledge, tools, and confidence to thrive at Farther. You'll work closely with our Managing Directors to deliver comprehensive training that bridges the gap between an advisor's previous experience and the Farther way of doing business. This isn't just about showing someone how to click buttons – you'll be a strategic partner who understands how to effectively communicate with financial professionals and can translate our innovative platform and processes into practical, actionable guidance that drives real results.

Your Impact

Training Program Leadership

• Lead daily training sessions for new advisors during their critical first 90 days
• Coordinate with business line owners to ensure training content stays current and attendance is tracked
• Run weekly New Advisor Training sessions, creating a consistent and engaging learning environment
• Conduct knowledge assessments and milestone check-ins to track advisor progress and readiness

Sales & Systems Training

• Train advisors on HubSpot usage, deal management, and our technology stack
• Guide advisors through positioning our platform effectively with prospects and clients
• Teach practical application of tools including Notion, FAM, and other growth-focused systems
• Share practical examples and scenarios that new advisors will encounter in their day-to-day work

Advisor Success & Support

• Serve as the primary point of contact for new advisor questions during their onboarding period
• Provide ongoing feedback to Managing Directors on individual advisor progress and support needs
• Identify training gaps and process improvements to enhance the overall program
• Answer complex questions from advisors with credibility built through deep understanding of the financial services industry and Farther's approach

Program Development

• Collaborate with multiple partners to create an optimal training environment
• Continuously improve training processes based on advisor feedback and outcomes
• Maintain attendance tracking and learning development loops
• Contribute to the development of standardized training materials and best practices

The Ideal Match

• Proven experience as an exceptional trainer, coach, or learning & development professional
• Strong communication and presentation skills with ability to engage and educate adult learners
• Experience with curriculum delivery and program management
• Ability to quickly learn and master new technology systems
• Strong interpersonal skills and ability to build rapport with financial professionals
• Growth mindset with passion for process improvement and helping others succeed
• Proactive problem-solving approach with bias for action

Bonus Points

• Experience as a Financial Advisor or in financial services client-facing roles
• Internal wholesaler or Subject Matter Expert experience at an Asset Manager working with advisors
• Team Lead or Manager experience with groups of Financial Advisors
• Background in training financial services professionals
• Experience with CRM systems and financial technology platforms
• CFP, CFA, Series 66, or other relevant designations