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Farther Finance is a rapidly growing RIA (Registered Investment Advisor) combining expert advisors with cutting-edge technology to deliver comprehensive wealth management. The company is backed by top-tier venture capital and fintech investors, with founders who are leaders and innovators from the private wealth and fintech industries.
In this role, you'll be the first point of contact for condo boards and HOA (homeowners association) communities. Farther is already the largest provider of financial advice for community associations, and this position is critical to expanding that reach.
Your primary responsibility is outbound business development: making 50+ calls per day to board members and community managers, asking qualifying questions about size and fit, and booking qualified meetings for the Director of Institutional Sales. You'll build early rapport with boards, managers, and gatekeepers, log all activity in HubSpot, and work collaboratively with leadership to refine target lists and messaging. There's a clear path to grow into leading introductory conversations and advancing into sales roles.
The ideal candidate has a track record in outbound sales, telesales, or business development with proven ability to hit activity goals. You're genuinely comfortable on the phone, not rattled by cold calls, and communicate clearly and confidently with both board volunteers and property professionals. Hands-on CRM experience (HubSpot or similar) is required.
Bonus qualifications include background in property management, community association management, insurance, or real estate; curiosity about finance and investing (training provided); and proximity to Jacksonville, Tampa, Charleston, Charlotte, or New Orleans for occasional local events.
The company offers a competitive compensation package tied to impact, the opportunity to work alongside fintech talent, ground-floor scaling potential, clear growth paths, full health benefits, 401(k) matching, Roth IRA options, and unlimited PTO.
REQUIREMENTS:
- Experience in outbound sales, telesales, or business development with a record of hitting activity goals
- Comfortable on the phone and not rattled by cold calls
- Clear, confident verbal and written communication skills
- Hands-on experience with HubSpot or similar CRM
- Ability to make 50+ calls per day
- Bonus: background in property management, community association management, insurance, or real estate
- Bonus: curiosity about finance and investing (no prior wealth management experience required)
- Bonus: location near Jacksonville, Tampa, Charleston, Charlotte, or New Orleans
