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Senior Wealth Advisor High-Net-Worth Families

Job in Carmel, Hamilton County, Indiana, 46033, USA
Listing for: Goelzer Investment Management, Inc
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor for High-Net-Worth Families

Goelzer Investment Management, Inc is looking for an experienced Wealth Advisor to provide comprehensive financial guidance to high-net-worth individuals and families. This role entails strategic financial planning and personalized client engagement to help clients manage and transfer wealth effectively.

The ideal candidate will have a background in finance with strong interpersonal skills and a track record of managing complex client relationships. A supportive atmosphere focused on providing exceptional client service awaits you.

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Position Requirements
10+ Years work experience
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