The Support You Need, When You Need It

Administrative & Operational Support for the Independent Financial Advisor

RFG Talent offers a full suite of services to help you build and manage high-performing teams. Whether you need full-time or flexible Client Service Associate (CSA) support, streamlined payroll and benefits, or help finding the perfect hire, RFG Talent is your trusted partner every step of the way.
What is RFG Talent?

RFG Talent: Three Pillars of Support

Seamless onboarding

Payroll & Benefits for Your Team

With RFG Talent, you can bring your staff onto our payroll and benefits platform, giving them access to expansive resources while you focus on growth. 

  • Comprehensive Benefits: From health insurance to retirement plans and beyond. 
  • Streamlined HR Support: Leave the payroll, compliance, and paperwork to us. 
Flexible Support

Meet RFG Assist: CSA Allocation

With RFG Assist, you can leverage experienced Client Service Associates (CSAs) to handle the day-to-day administrative tasks that keep your business running smoothly. 

  • Scalable Support: Access the help you need, when you need it—without long-term commitments. 
  • Professional Assistance: Our trained CSAs are skilled in RFG systems and processes, so they hit the ground running. 
  • Enhanced Productivity: Free up time for client-facing activities and strategic growth.
Right-Fit Recruitment

Talent Sourcing

RFG Talent acts as your in-house recruitment agency, sourcing qualified candidates aligned with your business’s culture and operational needs. 

  • Reliable Guidance: Our team understands what it takes to thrive in the financial services industry. 
  • Hassle-Free Process: From job postings to interviews, we manage the entire recruitment journey.

RFG Assist at a Glance

240+

Years of experience held by our Client Service Associates (CSA) team

40+

Independent Financial Advisors who currently leverage RFG Talent

3,000+

Households served by Advisors using our team of CSAs

Why You Need Fully Trained Support to Scale with Confidence

The Benefits of RFG Assist

reduced-overhead-rfg-advisory-rfg-assist-icon

Reduced Overhead

Fulfill all your staffing needs and leverage full-time or flexible allocations to trained employees.
clients-icon-rfg-advisory

More Time for Clients

Focus on revenue-generating activities and building client relationships while we manage the administrative workload.

scaling-icon-arrows-pointing-right-rfg-advisory

Faster, Easier Scaling

Enjoy the potential benefits of managing a smaller team through RFG Talent by maximizing impact and minimizing cost.
confidence-icon-rfg-advisory-person-feeling-confident

Designed to Give You Confidence

Enjoy knowing your administrative needs are in the hands of experienced professionals. 

Support You Can Rely On

Why Independent Advisors Trust RFG Assist

CSAs are rigorously sourced, screened, and trained to be knowledgeable A-players who excel at building relationships with your clients and handling administrative work with efficiency and precision.

With deep knowledge of financial services and extensive industry experience, our CSAs are more than just assistants – they are an extension of your business.

advisors-working-as-a-group-using-whiteboard
rfg-advisory-logo-visual

The Support You Need for Scalable Growth

Book a 100% confidential call to explore how RFG Talent could help you save time, streamline your workflows, and focus on delivering value for your clients.

Zero Commitment, No Strings Attached

Schedule a call