Client Relationship Advisor at RFL Wealth Management

Engage clients and drive growth as a Client Relationship Advisor with RFL Wealth Management. Focus on strategic financial plans and relationship-building in a high-performance team environment.
This role emphasizes active client engagement and personal ownership. Ideal candidates should possess strong communication skills and enjoy influencing decisions while guiding clients confidently through financial strategies. You will thrive in a collaborative and entrepreneurial atmosphere, where building trust and delivering exceptional service is the priority.
Key Responsibilities:
• Build long-term relationships through proactive client communication
• Lead conversations with professionalism and emotional intelligence
• Conduct Intro Calls and guide clients during onboarding
• Present Initial and Final Financial Life Plans effectively
• Maintain ongoing client communication and quarterly check-ins
Requirements:
• CFP designation completed or in progress
• Experi...