Advisor Lead Generation Specialist
Posted 877 days ago, which is unusual. The employer's own board was still carrying it when we last read it, 3 hours ago.
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 877d ago
The date the source published, not the day we noticed it (2024-06-11). Last seen at its source 3h ago.
We have tracked this listing since 4 Nov 2026 (1 days). The employer's own board has carried it every time we have read it, most recently 3 hours ago.
Is it remote?
Remote
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
Not stated
The description states no restriction of its own. This is the source's own tag.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
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Greenhouse employer's own board first seen 1d ago · last seen 3h ago
The listing
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.
The Role
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