Elijah Levi Sammons Sheffield

Candidate Information

Email: elssheffield@gmail.com

Phone: (478) 954-6723

Salary Expectation: $110K–$125K

Skills: Holistiplan, MoneyGuidePro, RightCapital, eMoney, Redtail CRM, Excel-based Planning Models, Microsoft Excel, Microsoft PowerPoint, Retirement Planning, Investment Advising, Tax Planning, Client Relations, Needs Analysis, Comprehensive Financial Planning, Custodial Platform Experience (Charles Schwab), Planning Workflow Design, Financial Modeling, Financial Presentations, Client Communication, Behavioral Financial Planning, Financial Therapy, Training & Mentorship, Data Entry, Documentation Handling, Life & Health Insurance, Series 65, SIE Certification, VITA Tax Filing Review

Current Location: Huntsville, AL 35756

Willing to Relocate?: YES

Relevant Experience: Elijah Sheffield is a rising financial advisory professional with over 3 years of experience across planning, advisory, and client support roles. He has led over 100+ comprehensive financial plans, utilizing tools like Holistiplan and MoneyGuidePro to deliver tax-aware and customized investment strategies. As a current CFP® candidate with hands-on custodial experience (particularly with Charles Schwab), Elijah aligns well with both the technical and client service requirements of the Certified Financial Advisor role. His current base in Alabama is balanced by a strong motivation to return to Georgia, where he studied and maintains personal roots. Elijah is well-versed in managing planning workflows, coordinating documents, and facilitating account updates—all critical to ensuring operational efficiency and high client satisfaction.

Work Authorization: US

Highlights: Freedom Financial Group (Lead Wealth Advisor, Present):
Supports over 250 client households with planning and investment advice. Leads direct client meetings and uses Holistiplan and Excel-based models to tailor strategies — reflecting the exact type of ongoing service and financial planning this role demands.

WG Financial Group (Financial Advisor & Planning Support Specialist):
Created 100+ plans and presentations for HNW individuals and families. Handled money movement, rollovers, and CRM updates. These match the job’s need for document tracking, fund transfers, and workflow management.

Elwood & Goetz (Intern, 2022):
Gained hands-on experience preparing paperwork for Charles Schwab, updating client records in Redtail CRM, and managing client communication — directly aligned with custodial and administrative responsibilities listed in the job.

University of Georgia (VITA Manager & Financial Service Provider):
Managed tax reviews and trained peers, showing strong attention to detail, leadership, and an early foundation in both service and compliance.

Resume: View Resume

Cover Letter: View Cover Letter