What are the responsibilities and job description for the Wealth Advisor position at Goelzer Investment Management, Inc?
Job Summary: The Wealth Advisor proactively fosters relationships with potential new clients and potential referral sources and provides consultative investment advisory and financial planning services to existing high net worth private clients.
Key Responsibilities:
Key Responsibilities:
- Responsible for engaging in new business development, which includes prospecting and developing external referral sources, consistent with the business development strategies established by the Managing Director of Private Client.
- Provide consultative investment advisory services based on an understanding of each client’s unique goals and objectives.
- Be an active member of the Private Client Team that strives to be thought leaders in the broad areas of financial planning and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzer’s competitive landscape.
- Ensure that effective and regular communication is provided to clients in a manner that is most suitable for them, our firm, and our industry, with interactions logged in the firm’s CRM system.
- Provide investment advice and investment planning in accordance with Goelzer’s philosophy, current outlook, and policies.
- Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with clients on a periodic basis to review their portfolios.
- Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment plan and Goelzer’s policies.
- Prepare and present financial plans to appropriately meet the clients’ needs and expectations.
- Perform additional services as appropriate to meet and exceed each client’s needs and expectations.
Work Experience / Knowledge:
- Minimum 5 years of relevant experience in Investment/Wealth Management or related financial services.
- Broad familiarity with investment advisory, financial planning, and portfolio management concepts and tools.
- Solid understanding of the financial markets, investment vehicles, and financial planning.
- Demonstrated competency in the use of the firm’s CRM and Goelzer Wealth Vision (eMoney) are a plus.
Skills / Other Personal Attributes Required:
- Excellent interpersonal, collaboration, and consultative investment advisory skills.
- Dedication to professionalism, ethics, and confidentiality.
- Excellent analytical and quantitative skills (i.e., financial and data analysis).
- Passion for the industry and a constant desire to continually learn and research relevant subject matter.
- Excel and PowerPoint skills are required, and the ability to quickly master the firm’s CRM is essential. Advanced Excel and PowerPoint skills are a plus.
- Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
- Ability to produce high-quality work in a demanding, often time-constrained, environment is crucial.
- Demonstrate initiative, creativity, judgment, maturity, and poise.
Education:
- Minimum Required: Bachelor’s degree in Investment or Finance-related discipline, with a degree in Economics, Finance, Statistics & Mathematics preferred.
- Chartered Financial Analyst or Certified Financial Planner designation preferred.
