Jovie of NC OH VA

The role focuses on initiating outbound conversations with financial advisors to educate them on Pathfinders' ROI-driven approach. The primary goal is to qualify leads and schedule partnership meetings to drive long-term client referrals.

The role focuses on initiating outbound conversations with financial advisors to educate them on Pathfinders' ROI-driven approach. The primary goal is to qualify leads and schedule partnership meetings to drive long-term client referrals.