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