Client Relationship Advisor at RFL Wealth

Embrace your passion for client relationships as a Client Relationship & Growth Advisor at RFL Wealth Management. Help clients build a Rich, Fulfilling Life™ through effective financial planning and strategic communication.
This role at RFL Wealth Management seeks professionals who excel in relationship-based environments. Ideal candidates thrive in supporting clients with proactive communication and possess a strong sense of ownership. You'll be central to managing client experiences and guiding them through tailored financial strategies.
Key Responsibilities:
• Build long-term relationships through exceptional client service
• Conduct introductory and onboarding calls with new clients
• Present Initial and Final Financial Life Plans clearly
• Maintain consistent client communication throughout their journey
• Conduct quarterly check-ins and annual review meetings
Requirements:
• CFP designation completed or in progress
• Experience in financial services ...