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