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