Strategic Outreach Specialist – Financial Advisor Partnerships
Jovie of NC OH VA•,
•Onsite
About The Position
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.
Requirements
- Calls per day/week
- Conversations with qualified advisors
- Meetings scheduled
- Meeting show rate
- Partnership conversions
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: 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
