Farther · 2 days ago
Advisor Business Development Coordinator
Dallas, TX
Full-time
Onsite
Entry Level
1+ years expFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive wealth management experience. The Advisor Business Development Coordinator will manage logistics for recruiting, facilitate sales processes, and ensure efficient operations within the team.
ConsultingFinanceFinancial ServicesFinTechWealth Management
Responsibilities
Coordinate Discovery Day logistics end-to-end, delivering a seamless and memorable candidate experience
Manage calendars and meetings for leadership, protecting time for high-impact work and ensuring the right people are in the right rooms
Facilitate the sales process execution—tracking candidates through the pipeline and ensuring nothing falls through the cracks
Coordinate offers and contracts in partnership with HR and Finance, driving deals to close
Book travel and manage logistics for team events and candidate visits
Serve as the operational hub across Advisor Recruiting, HR, and cross-functional partners
Proactively identify inefficiencies and implement solutions before being asked
Qualification
Required
1-3 years in a coordinator, executive assistant, or operations role—ideally supporting a sales or recruiting function
Exceptionally organized with sharp attention to detail
Proactive problem-solver who takes ownership and doesn't wait to be told what to do
Strong communicator—written and verbal—who can work effectively with leadership and external candidates
Comfortable juggling multiple priorities in a fast-paced environment
Technically curious and quick to learn new systems (HubSpot, Greenhouse, Google Suite, etc.)
High EQ and professionalism when interacting with advisor candidates
Preferred
Experience in financial services, wealth management, or fintech
Background in recruiting coordination or sales support
Interest in growing into a chief of staff or senior operations role
Familiarity with CRM tools and reporting
Benefits
Full health benefits
401(k) matching & Roth IRA 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
Taylor Matthews
Co-Founder and CEO
Christopher Powers
Chief Compliance Officer and Strategic Advisor
Recent News
linkedin.com
2026-01-08
2025-11-19
2025-11-19
Company data provided by crunchbase