Join RFL Wealth Management as a Prospect Client Advisor, focusing on nurturing client relationships and driving engagement through strategic outreach and communication.
In this role, you will help cultivate meaningful connections with clients at RFL Wealth Management. The Pipeline and Prospect Client Relationship Advisor will leverage established marketing systems to effectively manage client outreach and enhance the overall client experience. Ideal candidates are proactive, organized, and passionate about helping others achieve their financial goals while excelling in a high-performance team.
Key Responsibilities:
• Perform outreach to potential clients after events
• Maintain ongoing communication throughout the client journey
• Schedule meetings and ensure client preparation
• Conduct professional follow-ups to engage prospects
• Support client onboarding and relationship continuity
Requirements:
• Minimum of 3 years in client-facing roles
• Degree in B...