Strategic Outreach Specialist – Financial Advisor Partnerships

Jovie of NC OH VA

About The Position

The mission of this role is 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 is crucial for fueling strategic alliances that drive long-term client referrals.

Responsibilities

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, including rising college costs, student debt impact on family wealth, and the lack of career clarity in traditional planning
Clearly articulate Pathfinders’ differentiator, which starts with career outcomes first and then aligns education with financial ROI
Schedule introductory partnership meetings with Pathfinders leadership
Qualify advisors based on client demographic fit, interest in value-added services, and openness to collaboration
Track all outreach activity
Maintain notes on conversations and follow-ups
Execute consistent follow-up cadence