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Goelzer Investment Management

Finance
goelzerinc.com
11-50 employees

Goelzer Investment Management is an investment advisory firm with over 50 years of experience and more than $4 billion in assets under advisement. The firm specializes in serving high-net-worth families and institutions, offering proprietary investment and financial planning strategies that emphasize long-term wealth preservation, growth, and legacy planning. Goelzer distinguishes itself through a research-driven, personalized approach that blends traditional and innovative investment techniques, consistently delivering tailored solutions that align with each client's unique goals.

Open Positions

Wealth Advisor

Carmel, Indiana, United States
Posted Jul 9
Full Time

Bachelor's degree in related field, 5+ years experience in wealth management, and firm CRM proficiency. Prior financial planning/advisory experience is needed

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