Strategic reputed company 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 reputed company 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 reputed company with insights that reputed company with advisors:Rising college costs Student debt impact on family wealth Lack of career reputed company in traditional planning reputed company reputed company Pathfinders’ differentiator:We start with career reputed company 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 reputed company reputed company activity Maintain notes on conversations and follow-reputed company Execute consistent follow-up reputed company Key Performance Indicators (KPIs) Calls per day/week Conversations with reputed company advisors Meetings scheduled Meeting show reputed company Partnership conversions Apply To This Job