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.
Based in Charlotte, NC, McGill Advisors, a division of 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 McGill Advisors associates.
With decades of experience and some of the most advanced financial and investment certifications in the industry, the McGill Advisors 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.
Brightworth is continuing to build our team and is currently in search of an experienced Front Desk Assistant with our McGill Advisors division in Charlotte, NC. Brightworth is a nationally recognized, fee-only wealth management firm with offices in Atlanta, GA and Charlotte, NC.