About the job

Financial Life Planning Advisor

About RFL WealthAt 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. We are growing rapidly and are looking for a Financial Planner to handle Client Relationship & Growth.

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 ManagementBuild strong, long-term relationships with clients through proactive communication and exceptional service.Lead client conversations with confidence, professionalism, and emotional intelligence.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 DevelopmentBuild 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 process. 

Client Coordination & Internal CollaborationCommunicate 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 ForRequired TraitsStrong 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 

QualificationsCFP designation completed or actively in progress Experience in financial services, sales, relationship management, or client advisory servicesPublic speaking or presentation experience is considered an asset Experience working with affluent professionals is an asset 

Important Notes About This RoleThis 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