Advisor Lead Generation Specialist

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.

Farther is building the future of wealth management — and the Advisor Lead Generation Specialist is a critical driver of that growth. You'll own the top of our advisor pipeline: identifying, engaging, and qualifying prospective clients before connecting them with our wealth advisors. This isn't a passive scheduling role. You'll be working outbound campaigns, managing a live pipeline, and hitting targets in a fast-moving environment where your output directly fuels advisor revenue.

Your Impact

Run high-volume outbound outreach via phone, email, and SMS to engage prospects across multi-day campaigns

Qualify inbound leads to assess fit before routing to wealth advisors

Manage and own your pipeline — proactively following up to keep prospects moving through the funnel

Meet and exceed weekly and monthly lead generation targets and pipeline KPIs

Serve as the first point of contact for Farther — setting a strong first impression with every interaction

Partner with sales leadership and the Client Acquisition team to refine outreach strategy and messaging

Track all prospect interactions and maintain accurate records in HubSpot

Surface patterns and feedback to drive continuous improvement in conversion and process

The Ideal Match

4+ years of sales or lead generation experience, preferably in financial services

Proven track record of hitting outbound activity metrics and pipeline targets

Engaging phone presence and strong written communication skills

Self-starter with a bias for action — you don't wait to be told to follow up

Highly organized with strong time management and attention to detail

Highly adaptable and thrives in fast-paced, high-growth environments

CRM proficiency required — HubSpot experience preferred

Bonus Points

Background in wealth management, fintech, or financial services sales

Experience running multi-touch outbound sequences

Track record of exceeding quota or lead generation benchmarks

Why Join Us

Competitive comp package that rewards impact

Work alongside some of the brightest minds in fintech

Ground-floor opportunity at a fast-scaling startup

Chart your own growth path as we expand

Full health benefits + 401(k) matching & Roth options

Unlimited PTO

Ready to disrupt wealth management? Let's talk!