Client Relationship Advisor at RFL Wealth

Elevate client relationships at RFL Wealth Management as a Pipeline and Prospect Client Relationship Advisor. Engage directly with clients, nurture leads, and ensure exceptional support throughout their financial journey.
RFL Wealth Management is seeking a dynamic Pipeline and Prospect Client Relationship Advisor. This role prioritizes relationship building, warm outreach, and personalized communication in a high-touch environment. Ideal candidates will be proactive, organized, and skilled in engaging clients to foster long-term connections and provide tailored financial guidance.

Key Responsibilities:

• Conduct warm outreach to prospective clients post-events

• Maintain rapport through consistent communication

• Schedule Intro Calls and ensure meeting momentum

• Reactivate dormant leads with professional follow-ups

• Support CFP team by preparing prospects for meetings
Requirements:

• Minimum 3 years in sales or client management

• Degree in Business, Finance, or related field

• Experience with CRM systems and pipeline management

• Comfortable with public-facing roles

• Strong organizational and communication skills
Become a key player in building lasting client relationships at RFL Wealth Management.
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