Farther
RIA Advisor Onboarding TrainerHybrid - Dallas, TX
Farther - Dallas, Texas, United States, 75201
Work at Farther
Overview
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Overview
RIA Advisor Onboarding Trainer
As an RIA Advisor Onboarding Trainer, you'll be the cornerstone of our advisor onboarding experience, ensuring every new advisor has the knowledge, tools, and confidence to thrive at Farther. You'll work closely with our Managing Directors to deliver comprehensive training that bridges the gap between an advisor's previous experience and the Farther way of doing business. This isn't just about showing someone how to click buttons
you'll be a strategic partner who understands how to effectively communicate with financial professionals and can translate our innovative platform and processes into practical, actionable guidance that drives real results. Your Impact
Training Program Leadership Lead daily training sessions for new advisors during their critical first 90 days Coordinate with business line owners to ensure training content stays current and attendance is tracked Run weekly New Advisor Training sessions, creating a consistent and engaging learning environment Conduct knowledge assessments and milestone check-ins to track advisor progress and readiness Sales & Systems Training Train advisors on HubSpot usage, deal management, and our technology stack Guide advisors through positioning our platform effectively with prospects and clients Teach practical application of tools including Notion, FAM, and other growth-focused systems Share practical examples and scenarios that new advisors will encounter in their day-to-day work Advisor Success & Support Serve as the primary point of contact for new advisor questions during their onboarding period Provide ongoing feedback to Managing Directors on individual advisor progress and support needs Identify training gaps and process improvements to enhance the overall program Answer complex questions from advisors with credibility built through deep understanding of the financial services industry and Farther's approach Program Development Collaborate with multiple partners to create an optimal training environment Continuously improve training processes based on advisor feedback and outcomes Maintain attendance tracking and learning development loops Contribute to the development of standardized training materials and best practices The Ideal Match
Proven experience as an exceptional trainer, coach, or learning & development professional Strong communication and presentation skills with ability to engage and educate adult learners Experience with curriculum delivery and program management Ability to quickly learn and master new technology systems Strong interpersonal skills and ability to build rapport with financial professionals Growth mindset with passion for process improvement and helping others succeed Proactive problem-solving approach with bias for action Bonus Points
Experience as a Financial Advisor or in financial services client-facing roles Internal wholesaler or Subject Matter Expert experience at an Asset Manager working with advisors Team Lead or Manager experience with groups of Financial Advisors Background in training financial services professionals Experience with CRM systems (HubSpot experience preferred) and financial technology platforms CFP, CFA, Series 66, or other relevant professional designations Experience in fintech, RIA, or fast-paced startup environments 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 IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!
As an RIA Advisor Onboarding Trainer, you'll be the cornerstone of our advisor onboarding experience, ensuring every new advisor has the knowledge, tools, and confidence to thrive at Farther. You'll work closely with our Managing Directors to deliver comprehensive training that bridges the gap between an advisor's previous experience and the Farther way of doing business. This isn't just about showing someone how to click buttons
you'll be a strategic partner who understands how to effectively communicate with financial professionals and can translate our innovative platform and processes into practical, actionable guidance that drives real results. Your Impact
Training Program Leadership Lead daily training sessions for new advisors during their critical first 90 days Coordinate with business line owners to ensure training content stays current and attendance is tracked Run weekly New Advisor Training sessions, creating a consistent and engaging learning environment Conduct knowledge assessments and milestone check-ins to track advisor progress and readiness Sales & Systems Training Train advisors on HubSpot usage, deal management, and our technology stack Guide advisors through positioning our platform effectively with prospects and clients Teach practical application of tools including Notion, FAM, and other growth-focused systems Share practical examples and scenarios that new advisors will encounter in their day-to-day work Advisor Success & Support Serve as the primary point of contact for new advisor questions during their onboarding period Provide ongoing feedback to Managing Directors on individual advisor progress and support needs Identify training gaps and process improvements to enhance the overall program Answer complex questions from advisors with credibility built through deep understanding of the financial services industry and Farther's approach Program Development Collaborate with multiple partners to create an optimal training environment Continuously improve training processes based on advisor feedback and outcomes Maintain attendance tracking and learning development loops Contribute to the development of standardized training materials and best practices The Ideal Match
Proven experience as an exceptional trainer, coach, or learning & development professional Strong communication and presentation skills with ability to engage and educate adult learners Experience with curriculum delivery and program management Ability to quickly learn and master new technology systems Strong interpersonal skills and ability to build rapport with financial professionals Growth mindset with passion for process improvement and helping others succeed Proactive problem-solving approach with bias for action Bonus Points
Experience as a Financial Advisor or in financial services client-facing roles Internal wholesaler or Subject Matter Expert experience at an Asset Manager working with advisors Team Lead or Manager experience with groups of Financial Advisors Background in training financial services professionals Experience with CRM systems (HubSpot experience preferred) and financial technology platforms CFP, CFA, Series 66, or other relevant professional designations Experience in fintech, RIA, or fast-paced startup environments 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 IRA options Unlimited PTO Ready to disrupt wealth management? Let's talk!