Wealth Advisor

Goelzer Investment Management, Inc

Carmel, IN

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JOB DETAILS

SKILLS

Analysis Skills, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Customer Experience, Customer Relationship Management (CRM), Customer Service Operations, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Economics, Estate Planning, Fiduciary, Finance, Financial Planning, Financial Strategy, Health Insurance, Insurance, Interpersonal Skills, Investment Management, Investment Strategy, Market Trend Analysis, Performance Analysis, Portfolio Analysis, Private Banking, Problem Solving Skills, Record Keeping, Regulatory Compliance, Retirement Planning, Risk, Risk Management, Sales Management, Strategic Planning, Tax Planning, Time Management, Vision Plan, Wealth Management

LOCATION

Carmel, IN

POSTED

16 days ago

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

Job Summary: We are seeking an experienced and relationship‑driven Wealth Advisor to deliver comprehensive financial guidance to high‑net‑worth individuals and multi‑generational families. This role blends strategic financial planning, investment management, and deep personal engagement to help clients preserve, grow, and transfer wealth with confidence. The ideal candidate brings technical expertise, emotional intelligence, and a commitment to exceptional client service.

Key Responsibilities
Client Relationship Management

Serve as the primary advisor to a portfolio of HNW clients, building long‑term, trust‑based relationships.
Conduct ongoing discovery to understand clients’ goals, values, family dynamics, and evolving financial needs.
Lead regular review meetings, ensuring clients remain informed and confident in their financial strategy.

Financial Planning & Advisory
Develop and implement customized, holistic financial plans covering:

Investment strategy and asset allocation
Retirement planning
Tax‑efficient wealth strategies
Estate and legacy planning
Risk management and insurance needs
Philanthropic and charitable giving strategies
Collaborate with internal specialists and external partners (CPAs, attorneys, estate planners) to deliver integrated solutions.

Investment Management

Construct and monitor tailored investment portfolios aligned with clients’ objectives, risk tolerance, and time horizons.
Provide ongoing portfolio analysis, performance reporting, and strategic recommendations.
Stay informed on market trends, economic conditions, and investment opportunities relevant to HNW clients.

Client Service & Operational Excellence

Ensure timely and accurate execution of client requests, transactions, and documentation.
Maintain meticulous records and adhere to compliance, regulatory, and fiduciary standards.
Partner with client service associates to deliver a seamless, high‑touch client experience.

Qualifications

Bachelor’s degree in finance, economics, business, or related field; advanced degree preferred.
Professional designations are strongly preferred (CFP®, CFA®, CPWA®, ChFC®, or similar).
5-10+ years of experience advising high‑net‑worth clients within wealth management, private banking, or financial planning.
Deep knowledge of investment strategies, tax‑efficient planning, estate planning concepts, and multi‑generational wealth issues.
Exceptional communication, interpersonal, and relationship‑building skills.
Proven ability to manage complex client situations with discretion, empathy, and professionalism.

Success Traits

High emotional intelligence and ability to navigate sensitive family dynamics.
Strategic thinker with strong analytical and problem‑solving skills.
Proactive, detail‑oriented, and committed to delivering exceptional client service.
Comfortable working with affluent clients who expect discretion, sophistication, and responsiveness.

About the Company

Goelzer Investment Management, Inc

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