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 Originally posted on Himalayas