Financial Life Planning Advisor

Client Relationship & Growth 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 working with people 

·      thrives in relationship-based environments 

·      communicates confidently and persuasively 

·      takes ownership naturally 

·      follows through consistently 

·      enjoys helping clients take action 

·      wants to grow within a high-performance team 

This is NOT a passive servicing or back-office planning role. Our advisors are expected to lead relationships, build trust, guide clients confidently through decisions, and contribute directly to the continued growth of the firm.

What Makes This Role Different : Unlike many firms, our advisors are heavily supported by:

·      Back-end planning teams 

·      Operations and administrative support  

·      Warm lead generation and event ecosystems 

·      Established authority positioning and marketing 

·      Structured onboarding systems and processes 

This allows our advisors to focus on what matters most:

·      relationship-building 

·      client communication 

·      strategic guidance 

·      conversion 

·      trust-building 

·      long-term client growth 

Core Responsibilities

Client Relationship Management

Build strong, long-term relationships with clients through proactive communication and exceptional service.

Lead client conversations with confidence, professionalism, and emotional intelligence.

Conduct Intro Calls with prospective clients and guide them through the RFL onboarding experience.

Conduct Quantify Your Rich Fulfilling Life (QYRFL) meetings.

Conduct Your Rich Fulfilling Life Starts Here (YRFLSH) meetings.

Present Initial Financial Life Plans (IFLPs) and Final Financial Life Plans (FFLPs).

Help clients clearly understand and confidently move forward with recommended strategies.

Maintain consistent communication with clients throughout their journey.

Conduct quarterly client check-ins and annual review meetings.

Deliver a high-touch client experience aligned with the Rich, Fulfilling Life™ philosophy.

 Growth & Business Development

Actively follow up with prospects, inactive leads, and existing clients.

Build rapport and maintain momentum throughout the client journey. 

Participate in client dinners, networking opportunities, seminars, and events. 

Contribute to referral growth through strong relationship management.

Work collaboratively with the pipeline and marketing teams to maintain a healthy flow of opportunities. 

Maintain urgency, responsiveness, and ownership throughout the sales and onboarding process. 

Client Coordination & Internal Collaboration

Communicate effectively with internal planning, insurance, investment, and operations teams. 

Ensure smooth handoffs and execution of agreed-upon client strategies. 

Obtain required client documentation in a timely and professional manner. 

Maintain accurate CRM records, meeting notes, and client updates. 

Follow established systems, processes, and operational procedures consistently. 

Ensure tasks, follow-ups, and scorecards are completed accurately and on time. 

What We’re Looking For

o  Required Traits

Strong communication and interpersonal skills 

High level of personal ownership and accountability 

Organized and responsive under pressure 

Comfortable following up persistently and professionally 

Emotionally intelligent and relationship-oriented 

Coachable, adaptable, and growth-minded 

Positive attitude with strong work ethic 

Comfortable working in a fast-paced entrepreneurial environment 

o  Qualifications

CFP designation completed or actively in progress  

Experience in financial services, sales, relationship management, or client advisory services

Public speaking or presentation experience is considered an asset 

Experience working with affluent professionals is an asset 

o  Important Notes About This Role

This role includes occasional evening and weekend client engagements and networking events.

This role also includes evening and weekend client meetings 

This is a growth-oriented role with performance expectations and accountability 

Success in this role requires strong follow-through, urgency, communication, and relationship-building ability 

This role is best suited for someone who enjoys both service and growth – not someone seeking a purely technical or back-office planning position 

 Compensation & Growth Opportunity

We offer:

·      Competitive base compensation 

·      Performance-based bonus opportunities 

·      Long-term growth potential within the organization 

·      Ongoing mentorship and development 

·      The opportunity to help shape a rapidly growing modern advisory firm 

·      The right candidate will have the opportunity to grow into a significant leadership role as the company scales.