Pipeline & Prospect Client Relationship Advisor

Pipeline & Prospect Client Relationship Advisor

At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high-touch financial planning, relationship-driven guidance, and long-term strategic thinking. 

We are not a traditional wealth firm. 

We are building a modern, fast-growing advisory company focused on exceptional client experience, meaningful relationships, and long-term impact. Our environment is entrepreneurial, fast-paced, collaborative, and growth-oriented. 

This role is ideal for someone who: 

·      genuinely enjoys talking to people  

·      thrives in fast-moving environments  

·      is highly organized and proactive  

·      follows up naturally and consistently  

·      enjoys building rapport and maintaining momentum  

·      takes ownership without being asked  

·      enjoys helping people move forward confidently  

·      wants to g...