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