Strategic Outreach Specialist – Financial Advisor Partnerships

Role Overview

• Initiating outbound conversations
• Educating advisors on Pathfinders’ career-first, ROI-driven approach
• Scheduling qualified partnership meetings
• Fostering strategic alliances that drive long-term client referrals

Requirements

• Outbound Prospecting
• 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
• 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
• Align education + financial ROI
• Schedule introductory partnership meetings with Pathfinders leadership
• Qualify advisors based on: Client demographic fit, Interest in value-added services, Openness to collaboration
• Track all outreach activity
• Maintain notes on conversations and follow-ups
• Execute consistent follow-up cadence

Benefits

• competitive wage
• guaranteed income
• flexible schedule