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Strategic Outreach Lead – Financial Advisor Partnerships

Job in Yonkers, Westchester County, New York, 10701, USA
Listing for: Jovie of NC OH VA
Full Time position
Listed on 2026-06-25
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services organization is looking for a professional to build relationships with financial advisors through cold calling and scheduled meetings. This role focuses on strategic alliances that encourage client referrals and aligns career outcomes with educational investments. Candidates should excel in communication and possess strong organizational skills to track outreach activities and maintain follow-up protocols.
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