RIA Advisor Onboarding Trainer

Remote

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, FintechIndustries

Requirements

Candidates should have proven experience as an exceptional trainer, coach, or learning & development professional, with strong communication and presentation skills to engage adult learners. Experience with curriculum delivery, program management, and quickly mastering new technology systems is essential. Strong interpersonal skills, a growth mindset, and a proactive problem-solving approach are required. Bonus points include experience as a Financial Advisor, internal wholesaler, or team lead in financial services, as well as experience with CRM systems like HubSpot and financial technology platforms.

Responsibilities

The RIA Advisor Onboarding Trainer will lead daily training sessions for new advisors during their first 90 days, coordinate with business line owners to keep training content current, and run weekly New Advisor Training sessions. They will conduct knowledge assessments, train advisors on HubSpot usage and the technology stack, guide advisors on platform positioning, and teach practical application of tools like Notion and FAM. The trainer will serve as the primary contact for new advisor questions during onboarding, provide feedback on advisor progress, identify training gaps, and collaborate with partners to improve training processes and develop standardized materials.

Skills

Training

Onboarding

Wealth Management

Financial Services

HubSpot

Sales Training

RIA

Communication

Coaching

Presentation 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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