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 environment is entrepreneurial, fast-paced, collaborative, and growth-oriented.

This role is ideal for someone who:

• 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 passi...