Wealth & Investment Management Summer Intern Paid

Responsive recruiter

Goelzer is seeking an incoming college senior (Class of 2028) who wants to build a career in wealth management investment management or wealth planning and intends to remain in Indiana following graduation. This paid in-person internship will focus primarily on our Private Wealth division where the intern will be paired with advisors to gain real-world experience delivering wealth management to high-net-worth individuals and families. The intern will also gain exposure to our investment management and wealth planning capabilities and learn how investment strategy portfolio management technology client service and relationship management come together to serve our clients.

We view this internship as an opportunity to develop future professionals not simply fill a summer position. A successful intern may be considered for a full-time Associate Advisor position following graduation.

What Youll Experience

Wealth Management & Wealth Planning

Learn how advisors build lasting relationships and help individuals and families pursue their financial goals.

Assist with research analysis client meeting preparation and follow-up activities.

Gain exposure to comprehensive wealth planning client service relationship management and business development.

Observe advisor and client interactions when appropriate.

Investment Management

Gain exposure to investment research portfolio construction trading rebalancing and portfolio monitoring.

Assist with portfolio analysis research and projects using Excel and other financial technology.

Participate in investment team discussions and learn how investment decisions are evaluated communicated and implemented.

The Broader RIA Experience

Learn how the teams within an independent registered investment advisory firm collaborate to deliver an exceptional client experience.

Contribute to special projects and process-improvement initiatives based on firm needs and the interns interests and abilities.

Develop professional communication analytical organizational technology and relationship-building skills.

Build relationships with experienced professionals who can provide mentorship and career insight.

Youre Set Up for Success If You

Will be an incoming senior pursuing a bachelors degree in Finance Financial Planning Economics Accounting Business Administration Business Analytics or a related field.

Intend to remain in Indiana following graduation and want to build your career in the Indianapolis/Carmel area.

Have a genuine interest in wealth management investment management wealth planning or financial services.

Are curious about both the analytical side of investing and the relationship-driven side of advising clients.

Demonstrate strong analytical problem-solving organizational and communication skills.

Are proficient with Microsoft Excel Word PowerPoint and Teams and are comfortable learning new systems.

Have an interest in pursuing credentials or licenses such as the CFP CFA CAIA or Series 65.

The Qualities We Value

The way you approach your work and the people around you matters as much as the skills you bring. We are looking for someone who:

Is a self-starter who takes initiative and looks for opportunities to contribute.

Brings a positive collaborative attitude and treats every person with genuine respect.

Demonstrates integrity sound judgment maturity professionalism and discretion.

Is curious welcomes feedback and is committed to continual personal and professional growth.

Enjoys helping others and takes pride in providing outstanding service.

Is dependable organized attentive to detail and committed to producing high-quality work.

Where This Internship Can Lead

Our program is designed for students entering their senior year who are beginning to think seriously about where they want to build their careers. Interns who distinguish themselves through initiative professionalism curiosity work quality commitment to serving others and alignment with Goelzers culture may be considered for future opportunities with the firm including a full-time Associate Advisor position following graduation.

Compensation: $18.00 per hour

With over 55 years of experience and more than $4.5 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.

Our Core Values:

• Trust: We earn and uphold confidence by acting in the best interests of those we serve.
• Integrity: We choose the difficult right over the easy wrong.
• Respect: We value and seek understanding among different perspectives.
• Thoughtfulness: We listen and we reflect. When we act we do so with intention and care.
• Commitment: We are unwavering in our dedication to exceeding expectations.

Required Experience:

Intern