Strategic Outreach Specialist – Financial Advisor Partnerships

This is a fully remote position, open to applicants in United States.

📋 Description

• Initiating outbound dialogues

• Informing advisors about Pathfinders’ career-oriented, ROI-focused methodology

• Arranging qualified partnership discussions

• Cultivating strategic partnerships that promote long-term client referrals

⛳️ Requirements

• Outbound prospecting experience

• Perform daily cold calls to financial advisors, RIAs, wealth managers, and planners

• Identify firms that assist families with high school-aged children

• Navigate through gatekeepers and decision-makers

• Present insights that resonate with advisors, including: Rising college costs, the impact of student debt on family wealth, and the lack of career clarity in traditional planning

• Clearly communicate Pathfinders’ unique value proposition: We prioritize career outcomes first

• Integrate education with financial ROI

• Schedule introductory partnership meetings with Pathfinders' leadership team

• Assess advisors based on: Client demographic compatibility, interest in value-added services, and willingness to collaborate

• Track all outreach efforts

• Maintain detailed notes on conversations and follow-up actions

• Implement a consistent follow-up process

🏝️ Benefits

• Competitive salary

• Guaranteed income

• Flexible work schedule