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 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
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 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
Pathfinders is an education and financial planning firm that helps families navigate college decisions and career outcomes. The company takes a career-first, ROI-driven approach to education planning, addressing rising college costs and student debt impact on family wealth. They work with financial advisors, RIAs, and wealth managers to provide value-added services that integrate career clarity with financial planning for families with high school-aged children.
