Financial Planning and Client Growth Advisor

Elevate your career with RFL Wealth Management as a Financial Planning and Client Growth Advisor. Focus on relationship-building and client communication to foster long-term success.
In this high-performance role, you'll engage actively with clients, providing personalized financial life planning. Your expertise in relationship management will drive client engagement and propel growth initiatives. This is your chance to work collaboratively with internal teams while making a meaningful impact on clients' lives.
Key Responsibilities:
• Manage and communicate with clients regularly for strong relationships
• Guide clients through onboarding and strategy sessions
• Present tailored financial plans and actionable strategies
• Participate in networking events and client dinners
• Maintain high standards for client engagement and documentation
Requirements:
• CFP designation ongoing or completed
• Previous experience in financial services or relationship managem...