Strategic Outreach Specialist – Financial Advisor Partnerships

🕒 August 11

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 22%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Jovie

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2001

💼 Consulting

📦 Logistics

🏨 Hospitality

Consulting • Logistics • Hospitality

Jovie is a company dedicated to building stronger families by providing a range of childcare services. With a vetted team of professional nannies and babysitters, Jovie helps modern parents navigate the challenges of finding suitable childcare. They offer services that include recruiting, staffing for childcare, and event childcare for corporate functions, weddings, and other events. Jovie, previously known as College Nannies and Sitters, has been in operation for over 20 years, serving more than 350,000 families across the U. S.

📋 Description

• Build relationships with financial advisors by initiating outbound conversations, educating them on Pathfinders’ career-first, ROI-driven approach, and scheduling qualified partnership meetings • 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 • Lead advisor conversations with insights about rising college costs, student debt’s impact on family wealth, and lack of career clarity in traditional planning • Explain Pathfinders’ career-outcomes-first approach and alignment of education with financial ROI • Schedule introductory partnership meetings with Pathfinders leadership • Qualify advisors based on client demographic fit, interest in value-added services, and openness to collaboration • Track outreach activity, conversation notes, and follow-ups in the CRM • Execute a consistent follow-up cadence • Drive KPIs including calls, qualified-advisor conversations, meetings scheduled, meeting show rate, and partnership conversions

🎯 Requirements

• Conduct daily outbound cold calls to financial advisors, RIAs, wealth managers, and planners • Identify firms serving families with high school–aged children • Navigate gatekeepers and decision-makers • Educate financial advisors on Pathfinders’ career-first, ROI-driven approach • Qualify advisors based on client demographic fit, interest in value-added services, and openness to collaboration • Track outreach activity, conversation notes, and follow-ups in a CRM • Meet performance targets for calls, qualified-advisor conversations, meetings scheduled, meeting show rate, and partnership conversions • Mid-level position