Wealth Advisor
Wealth Advisor
Posted on :
05-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
05-04-2025
Job Description
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:
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 clients 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 Goelzers 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 firms CRM system.
- Provide investment advice and investment planning in accordance with Goelzers 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 Goelzers policies.
- Prepare and present financial plans to appropriately meet the clients needs and expectations.
- Perform additional services as appropriate to meet and exceed each clients 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 firms 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 firms 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 highquality work in a demanding often timeconstrained environment is crucial.
- Demonstrate initiative creativity judgment maturity and poise.
Education:
- Minimum Required: Bachelors degree in Investment or Financerelated 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 Indianas 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 ourBest Place to Work in Indiana press release.
Goelzer Investment Management one of Indianas 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 ourBest 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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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