Farther · 1 day ago
Client Experience Associate, Advisor Growth
Dallas, TX
Full-time
Onsite
Entry Level
2+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a tailored wealth management experience. The Client Experience Associate will be responsible for vetting prospects, building rapport, and ensuring seamless handoffs to the sales team, directly impacting the company’s growth.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
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
Qualification
Required
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)
Preferred
Background in wealth management or financial services
Track record of exceeding sales metrics
Adaptability and quick learning in evolving processes
Benefits
Full health benefits + 401(k) matching & Roth options
Unlimited PTO
Company
Farther
Farther is a wealth management firm that combines expert financial advisors with technology to financial planning.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$118MKey Investors
Lightspeed Venture PartnersBessemer Venture Partners
2024-10-10Series C· $72M
2023-09-27Series B· $31M
2022-05-01Series A· $15M
Leadership Team
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Taylor Matthews
Founder
Recent News
2025-11-19
2025-11-19
2025-08-13
Company data provided by crunchbase