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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building relationships with financial advisors and managing the full recruiting cycle, while consistently achieving AUM targets through effective sales strategies and pipeline development.
Highest-signal resume keywords
Sales Or Business Development ExperiencePipeline DevelopmentMulti-Stakeholder Sales CyclesRecruiting Financial AdvisorsSalesforce Or HubSpot Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quota ExceedingCold CallingTransition PlanningForecastingUnderstanding Practice Economics
Soft Skills
Relationship BuildingMotivationFlexibility
Tools & Technologies
SalesforceHubSpot
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Financial AdvisorsRIAsWealth ManagementCustody PlatformsAdvisor Transition Economics
About the role
Key responsibilities & impact- Build relationships with experienced financial advisors and teams and guide them from first conversation to signed agreement
- Source and engage established advisors and teams through targeted outbound, referrals, and personal network
- Own the full recruiting cycle, from discovery and platform demos through transition planning and signed agreements
- Understand each advisor's practice economics, growth goals, and client base, and tailor the Farther story accordingly
- Partner with transitions, operations, and executive teams to deliver smooth moves for recruited advisors
- Consistently deliver against annual AUM targets with accurate forecasting
Requirements
What you’ll need- 5+ years of sales or business development experience, with a consistent record of exceeding quota
- Experience building pipeline through personal outbound efforts, including cold calling
- Experience running multi-stakeholder sales cycles that take months
- Motivated by a high-variable compensation structure, with clear career and earnings goals
- Bachelor's degree
- Flexibility to travel to Dallas for priority prospect meetings
- Bonus: Experience recruiting or selling to financial advisors, RIAs, or wealth management firms
- Bonus: Existing network within the independent advisor community
- Bonus: Understanding of custody platforms and advisor transition economics
- Bonus: Hands-on experience with Salesforce or HubSpot
Benefits
Comp & perks- Competitive comp package with uncapped commission potential
- Full health benefits
- 401(k) matching
- Roth IRA options
- Unlimited PTO