The Front Desk Assistant is a professional individual who will serve as the first impression for Brightworth for all visitors to the office.
With offices in Atlanta, Georgia and Charlotte, North Carolina, Brightworth offers highly motivated individuals a challenging and dynamic work environment and an opportunity for professional development and career advancement. We have established career paths at many levels of our organization to provide growth opportunities for Brightworth associates.
With decades of experience and some of the most advanced financial and investment certifications in the industry, the Brightworth team is uniquely positioned to serve high net worth clients. Our team of professionals is key to our success, as exhibited by our high client-retention rate.
It is our mission to grow and develop highly motivated and competent professionals by providing an opportunity for personal growth and accomplishment, financial participation in firm success and an environment that fosters team camaraderie and improvement.
The primary purpose of this position is to manage the firm-wide CRM efforts, as well as capture, create, and facilitate the business reports that help the firm make fact-based decisions.
Brightworth Wealth Advisors will work with high net worth clients and advise them in all areas of their financial lives. Candidates will prepare Initial and ongoing reviews including. Candidates should have strong communication skills and will first be focused on transitioning into existing client relationships. Future opportunities for Marketing in new clients will be encouraged.