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.
Develop and implement customized, holistic financial plans covering:
With over 50 years of experience and more than $4 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.
Wealth Advisor • Carmel, IN, United States
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