Wealth Advisor
Goelzer Investment Management, Inc
Job Description
Job Description
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
Client Relationship Management
- Serve as the primary advisor to a portfolio of HNW clients, building longterm, trustbased 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.
Develop and implement customized, holistic financial plans covering:
- Investment strategy and asset allocation
- Retirement planning
- Taxefficient 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.
- 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.
- 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, hightouch client experience.
- Bachelors degree in finance, economics, business, or related field; advanced degree preferred.
- Professional designations are strongly preferred (CFP, CFA, CPWA, ChFC, or similar).
- 5-7 years of experience advising highnetworth clients within wealth management, private banking, or financial planning.
- Deep knowledge of investment strategies, taxefficient planning, estate planning concepts, and multigenerational wealth issues.
- Exceptional communication, interpersonal, and relationshipbuilding skills.
- Proven ability to manage complex client situations with discretion, empathy, and professionalism.
- High emotional intelligence and ability to navigate sensitive family dynamics.
- Strategic thinker with strong analytical and problemsolving skills.
- Proactive, detailoriented, and committed to delivering exceptional client service.
- Comfortable working with affluent clients who expect discretion, sophistication, and responsiveness.
- Bachelors degree required: Economics, Finance, Financial Planning and Statistics & Mathematics preferred. Coursework in Behavioral Sciences and Communications is a plus.
- CFA designation highly desirable.
Vacancy posted 19 days ago
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