Goelzer Investment Management · 7 hours ago
Wealth Advisor
Carmel, IN
Full-time
Onsite
Senior Level
5+ years expGoelzer Investment Management is seeking a Wealth Advisor who proactively fosters relationships with potential new clients and provides consultative investment advisory and financial planning services to high net worth private clients. The role involves engaging in new business development, providing tailored investment advice, and maintaining strong client relationships.
AdviceConsultingFinancial ServicesWealth Management
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
Qualification
Required
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
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
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
Minimum Required: Bachelor's degree in Investment or Finance-related discipline
Preferred
Demonstrated competency in the use of the firm's CRM and Goelzer Wealth Vision (eMoney) are a plus
Degree in Economics, Finance, Statistics & Mathematics preferred
Chartered Financial Analyst or Certified Financial Planner designation preferred
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
Company
Goelzer Investment Management
Goelzer Investment Management consults and controls financial strategies and investments to help institutions and families achieve success.
11-50 employees
H1B Sponsorship
Goelzer Investment Management has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)
2021 (1)
Funding
Current Stage
Early StageLeadership Team
Greg Goelzer
Chief Executive Officer
Chris W. Cotterill
Chief Operating Officer
Company data provided by crunchbase