Pipeline & Prospect Client Relationship Advisor

Pipeline & Prospect Client Relationship Advisor

At RFL Wealth Management, we help professionals build a Rich, Fulfilling Life™ through high‑touch financial planning, relationship‑driven guidance, and long‑term strategic thinking.

We are not a traditional wealth firm.

We are building a modern, fast‑growing advisory company focused on exceptional client experience, meaningful relationships, and long‑term impact. Our workplace is entrepreneurial, fast‑paced, collaborative, and growth‑oriented.

• genuinely enjoys talking to people
• thrives in fast‑moving environments
• is highly organized and proactive
• follows up naturally and consistently
• enjoys building rapport and maintaining momentum
• takes ownership without being asked
• enjoys helping people move forward confidently
• wants to grow within a high‑performance team

This is NOT a passive administrative role.

• established marketing systems
• warm lead generation and event ecosystems
• solid advisor authority positioning
• backend planning and operations support
• structured onboarding systems and workflows

This allows the Pipeline Advisor to focus on:

• relationship‑building
• pipeline movement
• communication
• lead nurturing
• responsiveness
• follow‑up
• client coordination
• creating a premium first impression

Prospect & Pipeline Management

• Conduct warm outreach to prospective clients following seminars, dinners, events, campaigns, and referrals
• Build rapport and maintain consistent communication with prospects throughout the early stages of the client journey
• Schedule Intro Calls and maintain momentum leading up to meetings
• Conduct reminder calls, follow‑ups, and touchpoints to reduce no‑shows and improve engagement
• Reactivate inactive or dormant leads through thoughtful and professional outreach
• Maintain accurate CRM updates, notes, statuses, and pipeline movement
• Ensure all prospects are properly tagged, tracked, and followed up with according to company systems and standards
• Support the CFP team by ensuring prospects arrive warm, informed, and engaged

Client Experience & Relationship Support

• Deliver a high‑touch experience aligned with the Rich, Fulfilling Life™ philosophy
• Maintain timely and professional communication with prospects and clients
• Assist with onboarding coordination and document collection
• Follow up on unpaid invoices, missing documents, and incomplete onboarding items
• Help maintain milestone touchpoints and relationship continuity
• Ensure prospects and clients feel supported, remembered, and cared for throughout the process

Events & Business Development Support

• Attend seminars, networking events, dinners, and client experiences
• Build genuine relationships with attendees and prospective clients
• Support event follow‑up and relationship nurturing after each event
• Assist with referral follow‑up and relationship expansion opportunities
• Work collaboratively with advisors, operations, and marketing teams to maintain healthy pipeline flow

Coordination & Internal Communication

• Maintain organized and compliant CRM records and communication logs
• Ensure proper handoffs between pipeline, advisory, planning, and operations teams
• Follow company systems, workflows, and operational procedures consistently
• Complete scorecards, tasks, notes, and follow‑ups accurately and on time
• Communicate pipeline updates and prospect statuses to leadership weekly

Required Traits

• Strong communication and interpersonal skills
• Naturally proactive and responsive
• Highly organized with strong follow‑through
• Comfortable with persistent and professional follow‑up
• Emotionally intelligent and relationship‑oriented
• Positive attitude with strong work ethic
• Coachable, adaptable, and growth‑minded
• Comfortable working in a fast‑paced entrepreneurial environment
• Strong sense of ownership and urgency

Qualifications

• Degree or Certification in Business, Finance, Economics, Marketing, or a related field
• Minimum 3 years of experience in sales, client experience, relationship management, hospitality, recruiting, or financial services
• Experience handling CRM systems and pipeline management
• Public‑facing or customer‑facing experience is considered an asset
• Experience working with affluent…