Job Summary: The Wealth Advisor proactively fosters relationships with potential new clients and potential referral sources and provides consultative investment advisory and financial planning services to existing high net worth private clients.

Key Responsibilities:

Responsible for engaging in new business development, which includes prospecting and developing external referral sources, consistent with the business development strategies established by the Managing Director of Private Client.
Provide consultative investment advisory services based on an understanding of each client’s unique goals and objectives.
Be an active member of the Private Client Team that strives to be thought leaders in the broad areas of financial planning and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzer’s competitive landscape.
Ensure that effective and regular communication is provided to clients in a manner that is most suitable for them, our firm, and our industry, with interactions logged in the firm’s CRM system.
Provide investment advice and investment planning in accordance with Goelzer’s philosophy, current outlook, and policies.
Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with clients on a periodic basis to review their portfolios.
Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment plan and Goelzer’s policies.
Prepare and present financial plans to appropriately meet the clients’ needs and expectations.
Perform additional services as appropriate to meet and exceed each client’s needs and expectations.

Work Experience / Knowledge:

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.

Skills / Other Personal Attributes Required:

Excellent interpersonal, collaboration, and consultative investment advisory skills.
Dedication to professionalism, ethics, and confidentiality.
Excellent analytical and quantitative skills (i.e., financial and data analysis).
Passion for the industry and a constant desire to continually learn and research relevant subject matter.
Excel and PowerPoint skills are required, and the ability to quickly master the firm’s CRM is essential. Advanced Excel and PowerPoint skills are a plus.
Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
Ability to produce high-quality work in a demanding, often time-constrained, environment is crucial.
Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:

Minimum Required: Bachelor’s degree in Investment or Finance-related discipline, with a degree in Economics, Finance, Statistics & Mathematics preferred.
Chartered Financial Analyst or Certified Financial Planner designation preferred.

With over 50 years of experience and more than $3.5 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.

Goelzer Investment Management, one of Indiana’s largest registered investment advisory firms, is proud to announce that it was named again as one of the Best Places to Work in Indiana, an annual program created by the Indiana Chamber of Commerce. This is the ninth time in ten years that Goelzer has been selected for this prestigious recognition. Read more about this award in our Best Place to Work in Indiana press release.

Our Core Values:

Integrity: Difficult right over the easy wrong.
Thoughtfulness: Thoughtful approach in all we do.
Positivity: Striving to provide positive outcomes and an awesome client experience.
Focus: We focus on what matters to you.
Growth: Individual growth and team success.

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Employee Value Proposition

Professional Growth | Financial Security | Social Impact | Emotional Wellbeing | Physical Health

At Goelzer, we believe in enriching the lives of our clients, colleagues, and community, through an inclusive, respectful work environment, where outstanding contributions are rewarded, community impact is encouraged, and work-life balance is supported.

Professional Growth

Challenging & rewarding career paths that map the opportunity to advance to leadership positions. Every team member collaborates on their individual and professional growth, including program assistance to pursue degrees and professional designations.

Financial Security

Competitive base salary, meaningful incentives and uncapped earning potential to reward hard work. Culture of ownership through Employee Stock Ownership Plan (ESOP) in addition to 401(k) benefits. Financial planning and investment management assistance at your disposal.

Physical Health

Medical, Dental, Vision benefits. Life insurance. Employer paid long-term disability benefits. Health Savings Account with annual company contribution. Health Reimbursement Account to help during major health costs.

Emotional Wellbeing

Flexible, professional work environment with remote work oportunities. Adjustable work hours to accommodate childcare and family events. Access to quality time off with nine paid holidays on the New York Stock Exchange schedule. Employee assistance programs to help you bring your best-self to work.

Social Impact

Two paid Community Engagement Days per year to give back. Encouraged to get involved with community organizations by participating on boards and committees. Annual United Way charitable campaign. Regular employee engagement opportunities including DEI activities.