Wealth Advisor
Goelzer Investment Management, IncCarmel, Indiana, United States
Posted July 9, 2024
Full Time
About the Company
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.
Job Description
This Wealth Advisor role focuses on proactively fostering client relationships, providing investment advisory and financial planning services, and ensuring that clients' needs are met. The advisor will work with existing clients and referrals, develop investment strategies, and provide ongoing support. They will also contribute to the firm's team and industry leadership.
Requirements
- Minimum 5 years of relevant experience in Investment/Wealth Management or related financial services.
- Broad familiarity with investment advisory, financial planning, and portfolio management concepts and tools.
- Solid understanding of the financial markets, investment vehicles, and financial planning.
- Demonstrated competency in the use of the firm’s CRM and Goelzer Wealth Vision (eMoney) are a plus.
- Excellent communication and analytical skills.
- Demonstrated commitment to professionalism and ethics.
Benefits
- 401(k)
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Profit sharing
- Vision insurance
- Wellness resources
