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The specialist will conduct high-volume outbound calls and emails to board members and community managers to qualify leads. They will be responsible for booking meetings for the Director of Institutional and maintaining accurate records in the CRM.
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
Most condo and HOA boards are managing serious money with no advisor and no plan. Farther is already the largest provider of financial advice for community associations, and you'll be the first person boards hear from us.
Your job is simple to describe and not easy to do: pick up the phone, start good conversations, and put qualified meetings on the Director of Institutional's calendar. You'll have a real team behind you, and a clear path into sales as you grow.
Your Impact
The Ideal Match
Bonus Points
Why Join Us
Ready to disrupt wealth management? Let's talk!
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