Strategic Outreach Specialist – Financial Advisor Partnerships

About the Role

What You Will Do

• Conduct daily cold calls to financial advisors, RIAs, wealth managers, and planners to initiate conversations and build interest in Pathfinders’ services.
• Identify and target firms that serve families with high school–aged children, recognizing the potential for long-term partnerships.
• Develop and lead with insights that resonate with financial advisors, such as the impact of rising college costs and student debt on family wealth.
• Clearly articulate Pathfinders’ unique value proposition and career-first approach to differentiate from traditional planning methods.
• Navigate through gatekeepers and decision-makers to secure meetings with key advisors.
• Schedule introductory partnership meetings with Pathfinders leadership and ensure a smooth handover process.
• Qualify advisors based on client demographic fit, interest in value-added services, and openness to collaboration.
• Manage and maintain accurate records of all outreach activities, conversations, and follow-ups within the CRM system.
• Execute a consistent follow-up cadence to nurture leads and build relationships over time.
• Collaborate with internal teams to ensure alignment and maximize the potential of each partnership.

What We Are Looking For

• 2+ years of experience in a similar outreach or business development role, preferably within the financial services sector.
• Strong understanding of the financial advisory landscape and the challenges faced by families with high school–aged children.
• Excellent communication and interpersonal skills, with the ability to articulate complex ideas simply and persuasively.
• Proven track record of successfully initiating and maintaining professional relationships via phone and digital channels.
• Proficiency in CRM software and experience with pipeline management tools.
• Ability to work in a remote setting with minimal supervision, demonstrating self-motivation and discipline.
• Knowledge of digital skills and tools relevant to remote outreach and relationship management.
• Bachelor’s degree in a relevant field, such as marketing, finance, or communications.

Nice to Have

• Experience working with financial planning tools and software.
• Certification in financial planning or a related field.
• Prior success in cold calling and outbound prospecting in a professional setting.
• Familiarity with the education and career development sector.

Benefits and Perks

• Competitive salary and performance-based incentives.
• Comprehensive health insurance package.
• Generous PTO policy and observance of national holidays.
• Opportunities for professional growth and advancement within a dynamic company.
• Access to the latest digital tools and technologies to support remote work.
• Flexible, remote work environment with the freedom to create your own schedule.
• Annual stipend for professional development and continuing education.
• Equity options for long-term commitment and contribution to company growth.

• Leverage your digital skills: Highlight any experience with CRM software, digital communication tools, and social media platforms to stand out as a tech-savvy candidate.
• Prepare specific examples: Be ready to discuss previous outreach or business development experiences where you successfully built and maintained professional relationships.
• Understand the industry: Research the financial advisory landscape and the challenges faced by families, especially in relation to career development and financial planning.
• Practice your pitch: Develop a clear, persuasive pitch that explains Pathfinders’ unique approach and how it aligns with the needs of financial advisors and their clients.
• Showcase your self-motivation: As a remote role, demonstrate your ability to work independently, manage your time effectively, and maintain discipline in a home office setting.
• Discuss your follow-up strategy: Be prepared to share your approach to consistent follow-ups and how you ensure that leads are nurtured over time.
• Emphasize your knowledge of financial planning tools: If you have experience with financial planning software or tools, highlight this as it can be a significant advantage in understanding and addressing the needs of financial advisors.