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 w...