GERLOFTIN Wealth Advisors, LLC creates, delivers and helps implement customized financial and wealth management plans to clients of the firm. The needs of these clients may range from simple to complex and the clients themselves are often high net worth individuals. The responsibility of the team, which consists of two financial professional planners, is to help our financial advisors match our firm’s comprehensive services, solutions, and strategies to fulfill the needs of their clients.
This role is going to be a unique opportunity for someone who wants to advance their planning knowledge yet has an interest in financial planning technology. The individual in this role is going to lead the customization and maintenance of the client facing planning tool that our advisors use interactively to engage their clients in the financial planning process. While this position is not a sales position, it will involve speaking with our financial advisors and their clients and advising them on what strategies make sense based on their client’s financial situation.
This position will be located in North Atlanta (Cumming, GA) and may require occasional travel to assist with the training and marketing of our financial planning platform.
Assisting advisors on how to use our planning technology to improve their practice
Helps advisors design and build financial plans for clients
Troubleshoots financial planning issues within our financial planning software with advisors
Develops and maintains the presentation tool within the financial planning software
Provides virtual meeting expertise with our financial advisors in meeting with clients and prospects.
Acts as an internal consultant to provide subject matter expertise to financial advisors, their clients and outside trusted advisors.
Keeps current on financial planning topics, researches issues, answers questions, and assists with finding solutions
Establishes referral paths to other areas of wealth management.
Performs other duties as assigned.
Strong interpersonal skills, able to work well both individually and collaboratively in a team
Skilled at critical thinking
High ethical standards
Detail-oriented and takes pride in accomplishing a wide variety of tasks in a fast-paced environment.
Candidate Experience (preferred):
Bachelor’s degree or equivalent work experience.
0-3 years of professional financial planning experience preferred
Certified Financial Planner (CFP®) designation a plus.
FINRA Series 7 and 66 licenses, or the ability to obtain the following within 6 months of hire: FINRA’s Securities Industry Essentials (SIE), FINRA Series 7 and 66 licenses
Customer service experience
GERLOFTIN Wealth Advisors, LLC is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. GERLOFTIN Wealth Advisors, LLC is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and / or mental disabilities.
Please call us at: (678)994-6448 for an initial phone appointment with the owner/CEO James Loftin.
Additional Salary Information: Room for growth based on performance
Internal Number: 07122019
About GERLOFTIN Wealth Advisors, LLC
GERLOFTIN Wealth Advisors, LLC is a full services Wealth Management Firm in Atlanta, Georgia. The two general partners have over 55 years combined industry experience. and our five member team has over 100 years combined career experience. We manage client households all throughout the United States and in several countries abroad. Our specialty is comprehensive wealth management/financial planning and investment management for our families.Our purpose is to help our clients to define and live out their life's purpose by design.
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