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Farther

Business Development Associate

Farther

. Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn .

Posted 10/27/2026full-timeNew York City • New York • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in outbound prospecting and building relationships with financial advisors, leveraging CRM tools to manage pipelines effectively. Proven ability to exceed sales targets and understand the dynamics of financial services and wealth management.

Highest-signal resume keywords
Outbound ProspectingSalesforce ExperienceMeeting Quota AchievementFinancial Services KnowledgeCold Calling

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales ExperienceRecruiting ExperiencePipeline DevelopmentQuota AchievementCRM Management
Soft Skills
MotivationCommunicationRelationship Building
Tools & Technologies
SalesforceHubSpot
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Financial AdvisorsWealth ManagementFintech

About the role

Key responsibilities & impact
  • Run daily outbound prospecting to financial advisors by phone, email, and LinkedIn
  • Book qualified meetings between advisors and our Directors
  • Run discovery to understand an advisor's practice, goals, and timing, and develop early-stage deals
  • Keep the CRM clean and your pipeline up to date
  • Hit and exceed weekly meeting and activity targets

Requirements

What you’ll need
  • 2+ years of sales or recruiting experience
  • A track record of meeting or exceeding quota
  • You enjoy cold calling and building pipeline from scratch
  • Motivated by variable comp, with clear goals for your career and earnings
  • Bachelor's degree
  • Experience in financial services, wealth management, or fintech
  • Hands-on experience with Salesforce or HubSpot
  • Familiarity with how financial advisors run and grow their practices

Benefits

Comp & perks
  • Competitive comp package with uncapped commission potential
  • A clear path to running the full sales cycle as you prove your track record
  • Ground-floor opportunity at a fast-scaling startup
  • Work alongside some of the brightest minds in fintech
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO