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