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Careers at
Goelzer

Goelzer Investment Management is one of the largest registered investment advisory firms in Indiana.

We leverage our proprietary investment and financial planning strategies to help successful individuals, families, and institutions.

We provide comprehensive wealth management services to more than 600 clients, with more than $3.5 billion in total assets under advisement across America.

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We offer investment advisory, consulting, and asset management services to:

  • high-net-worth private clients

  • foundations and endowments

  • pension and profit-sharing plans

  • corporate accounts

  • retirement plans

  • charitable trusts

If you would like to explore opportunities at Goelzer, please begin by reviewing the positions we currently have open.

Our Core Purpose

As we continue to grow, we are always looking to connect with new, driven team members who are inspired by our Core Purpose and share our Core Values.

Our Core Purpose is to enrich the lives of our clients, colleagues, and community.

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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.

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“As an investment professional, I am thrilled to be a part of the Goelzer team.

In my role as senior portfolio manager, I have the ability to direct and implement ideas, processes and analysis for our proprietary investment strategies, while collaborating closely with experienced and thoughtful peers.”

– Helena Ocampo

“As a senior wealth advisor, I enjoy the trust and flexibility that allows me to invest my time with prospects and clients.

I leverage the support of our investment management and support teams to stay on top of market trends and be freed of administrative aspects that are better handled by our expert customer service associates.”

– Dean Weseli, CFP

Team Goelzer

When you join Goelzer, you join a team striving to deliver positive outcomes and an awesome client experience.

Our team of more than 30 professionals has an average of more than nine years with the firm, many of whom have enjoyed their full career at Goelzer.

Compensation & Benefits

Our holistic compensation model provides a competitive base salary and benefits, meaningful incentives, and the ability to build wealth through profit sharing and more.

In addition to these types of compensation, every team member enjoys the benefits of a modern, professional work environment.

Our Career Development Program

Our Career Development Program is designed to improve your knowledge and skills so that you can succeed in your role and expand your capabilities to achieve your personal and professional goals.

We foster an inclusive, professional, fun environment for individual growth and team success by investing in training, goal setting, and respectful dialogue to learn from different perspectives. And, we have designed career paths to encourage continued professional development.

We support continued professional development and business development activities through mentoring, continued education and training, and other professional opportunities. And, we encourage our team members to be engaged in professional networking groups and other volunteer activities.

Please Reach Out If You
Would Like to Know More

If you would like to talk to us about a potential career at Goelzer Investment Management, please reach out.

If you would like to explore opportunities at Goelzer, please begin by reviewing the positions we currently have open.

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