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.
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.
Relationship Managers work closely with Wealth Advisors to build and nurture strong relationships with our clients. They provide personalized service to our clients by managing the day-to-day administrative needs of their accounts.
Brightworth is continuing to build our team and is currently in search of an experienced Front Desk Assistant for our Atlanta office. Brightworth is a nationally recognized, fee-only registered investment advisory (RIA) firm with offices in Atlanta, GA and Charlotte, NC.