Strategic Outreach Lead - Financial Advisor Partnerships

Pathfinders seeks an energetic outbound prospecting specialist to build relationships with financial advisors and RIAs by initiating conversations, educating them on our career-first, ROI-driven approach, and scheduling qualified partnership meetings. This role fuels strategic alliances that drive long-term client referrals and growth for Pathfinders, with a focus on identifying firms serving families and navigating gatekeepers to reach decision-makers.