Strategic Outreach Specialist – Financial Advisor Partnerships

Mission of the Role To build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ career-first, ROI-driven approach , and scheduling qualified partnership meetings. This role fuels strategic alliances that drive long-term client referrals . Core Responsibilities Outbound Prospecting (Primary Function) Conduct daily cold calls to financial advisors, RIAs, wealth managers, and planners Identify firms serving families with high school–aged children Navigate gatekeepers and decision-makers Conversation & Positioning Lead with insights that resonate with advisors: Rising college costs Student debt impact on family wealth Lack of career clarity in traditional planning Clearly articulate Pathfinders’ differentiator: We start with career outcomes first Then align education + financial ROI Appointment Setting Schedule introductory partnership meetings with Pathfinders leadership Qualify advisors based on: Client demographic fit Interest in value-added services Openness to collaboration CRM & Pipeline Management Track all outreach activity Maintain notes on conversations and follow-ups Execute consistent follow-up cadence Key Performance Indicators (KPIs) Calls per day/week Conversations with qualified advisors Meetings scheduled Meeting show rate Partnership conversions