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Category Finance/Bank
Job Title Financial Advisor
Job Description

Our Firm:

Brightworth is a dynamic fee-only wealth management firm with offices in Buckhead and the North Atlanta suburbs.  We have over $550 million in assets under management and decades of experience serving wealthy families.  Our planners and advisers have some of the most advanced financial and investment certifications in the industry which makes the Brightworth team uniquely positioned to serve our clients.

 

Description of the Position:

The candidate will be working directly with and advising wealthy clients in all areas of their financial lives, including but not limited to:

 

-          Investment Management

-          Wealth Preservation

-          Philanthropic Strategies

-          Retirement Income and Distribution Planning

-          Stock Option Exercise and Diversification Strategies

-          Education Funding

-          Risk Management

 

Qualifications for this Position:

The candidate should possess the following skill set:

 

-          High ability to integrate financial strategies and investments for wealthy individuals.

-          Track record for obtaining and managing a book of business.

-          Understands and can articulate investment principles and strategies to clients.

-          Able to gain and maintain the respect of high net-worth families.

-          Strong educational credentials and analytical background.

-          CFP® or CFA a must with preference for CPA as well.

-          Impeccable work history.

-     At this time only advisors / candidates with client assets or the prospect for assets should apply.

 

Interested candidates should email their resume to brightworthresumes@hotmail.com 

Contact Name Sherry Eldridge
Contact Phone No Phone Calls


 

FPA of Georgia Chapter Office
248 Creekstone Ridge    Woodstock, GA 30188
Voice: 770.516.8322     Fax: 770.516.0236
Email: Contact Us

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