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 stackGuide advisors through positioning our platform effectively with prospects and clientsTeach practical application of tools including Notion, FAM, and other growth-focused systemsShare practical examples and scenarios that new advisors will encounter in their day-to-day workAdvisor Success & Support
Serve as the primary point of contact for new advisor questions during their onboarding periodProvide ongoing feedback to Managing Directors on individual advisor progress and support needsIdentify training gaps and process improvements to enhance the overall programAnswer complex questions from advisors with credibility built through deep understanding of the financial services industry and Farther's approachProgram Development
Collaborate with multiple partners to create an optimal training environmentContinuously improve training processes based on advisor feedback and outcomesMaintain attendance tracking and learning development loopsContribute to the development of standardized training materials and best practicesThe Ideal Match
Proven experience as an exceptional trainer, coach, or learning & development professionalStrong communication and presentation skills with ability to engage and educate adult learnersExperience with curriculum delivery and program managementAbility to quickly learn and master new technology systemsStrong interpersonal skills and ability to build rapport with financial professionalsGrowth mindset with passion for process improvement and helping others succeedProactive problem-solving approach with bias for actionBonus Points
Experience as a Financial Advisor or in financial services client-facing rolesInternal wholesaler or Subject Matter Expert experience at an Asset Manager working with advisorsTeam Lead or Manager experience with groups of Financial AdvisorsBackground in training financial services professionalsExperience with CRM systems (HubSpot experience preferred) and financial technology platformsCFP, CFA, Series 66, or other relevant professional designationsExperience in fintech, RIA, or fast-paced startup environmentsWhy Join Us
Competitive comp package that rewards impactWork alongside some of the brightest minds in fintechGround-floor opportunity at a fast-scaling startupChart your own growth path as we expandFull health benefits + 401(k) matching & Roth IRA optionsUnlimited PTOReady to disrupt wealth management? Let's talk!
