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Senior Institutional Investment Advisor Foundations
Job in
Carmel, Hamilton County, Indiana, 46033, USA
Listed on 2026-06-18
Listing for:
Goelzer Investment Management, Inc
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Goelzer Investment Management, Inc is seeking a Senior Institutional Consultant to provide investment advisory services primarily to nonprofit organizations. The role requires a minimum of 5-10 years of experience in the investment advisory field, excellent communication and analytical skills, and proficiency in MS Office. The ideal candidate will support existing clients while fostering new relationships, ensuring services align with Goelzer’s investment philosophy.
Educational requirements include a Bachelor’s degree in relevant fields, with CFA or similar designations preferred.
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Position Requirements
10+ Years
work experience
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