Strategic Outreach Specialist – Financial Advisor Partnerships

Core Responsibilities

• Cold calling financial advisors, RIAs, wealth managers, and planners daily
• 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

Key Performance Indicators (KPIs)

• Calls per day/week
• Conversations with qualified advisors
• Meetings scheduled
• Meeting show rate
• Partnership conversions