Client Relationship Advisor at RFL Wealth Management

Become a pivotal advisor at RFL Wealth Management, focusing on client relationships and proactive engagement. This proactive role emphasizes building meaningful connections through consistent outreach and support.
We're seeking a Client Relationship Advisor skilled in managing prospects and pipelines. In this dynamic position, you'll work closely with our financial planning team while nurturing relationships, maintaining pipeline momentum, and delivering high-touch client experiences. If you thrive in a fast-moving environment and enjoy helping others, this could be the perfect fit for your career journey.
Key Responsibilities:
• Conduct warm outreach to prospective clients after events
• Build rapport and communicate consistently with prospects
• Schedule Intro Calls and maintain engagement before meetings
• Reactivate dormant leads via professional outreach
• Ensure accurate CRM updates for all prospects
Requirements:
• Degree in Business, Finance, or relat...