Goelzer Investment Management is a seasoned investment advisory firm with more than five decades of experience and over $3 billion in assets under advisement. The firm specializes in proprietary investment and financial‑planning strategies designed to help affluent families and institutions achieve their long‑term goals. By combining deep market expertise with a client‑centric approach, Goelzer enables clients to Dream, Invest, and Live with confidence. Its long‑standing track record and customized solutions set it apart in the wealth‑management industry.
Open Positions
Wealth Advisor
Bachelor's degree in related field, 5+ years experience in wealth management, and firm CRM proficiency. Prior financial planning/advisory experience is needed
Accountant
1-3 years of relevant accounting experience, Bachelor of Science in Accounting required, Advanced proficiency in Microsoft Excel
Institutional Consultant
5-10 years of experience with an investment advisory or consulting firm, bachelor’s degree required: Economics, Finance, Financial Planning and Statistics & Mathematics preferred
Senior Institutional Consultant
5-10 years of experience in investment advisory or consulting, strong business development or sales skills, and a solid knowledge of institutional advisory and portfolio management concepts
Investment Management Operations Coordinator
5+ years of professional working experience, relevant experience in wealth management, and operational level experience with portfolio accounting, reporting, and rebalancing software