Strategic Outreach Specialist – Financial Advisor Partnerships

من الإعلان الأصلي

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…