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Careers at
Goelzer

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

As we celebrate more than fifty years as a firm, we are responsible for over $2 billion in assets under advisement and proudly serve more than 550 clients 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

We partner with our clients for the long term, to help them achieve their dreams, invest, and live.

Our Core Values

As we continue to grow, we are always looking to connect with new, driven team members who share our core values.

At Goelzer, we pride ourselves on being good corporate citizens, and we continue to contribute to the wellbeing of our community, state, and country.

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Integrity

Doing what’s right. Even when no one’s watching.

Enrichment

Improving lives. And pushing ourselves to get better.

Positivity

Finding joy in the moment and always looking forward.

Focus

Paying attention only to what matters.

Respect

Showing appreciation for each person we encounter.

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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 client 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 focused on providing the highest level of client service by delivering positive outcomes and an awesome client experience.

Our team of approximately 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 with flexible schedules, remote work technologies, and more.

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.

Headquartered in Indianapolis

Our team enjoys the many cultural benefits of our great city and surrounding communities.

Indy Welcomes All

Our city’s success is built upon a foundation of being open and inclusive. Our city thrives because we embrace and celebrate diversity. This is our Hoosier Hospitality in action.

Rich Cultural Scene

Indy is known nationally for our museums, civic events, sports, restaurants, and breweries. Think Indy 500, the Children’s Museum, the Colts, and more!

Vibrant Neighborhoods

Live the urban life downtown in Market East or on Mass Ave. Embrace a quirky neighborhood like Fountain Square or Irvington. Or walk your dog on the sidewalks of Meridian Kessler or Broad Ripple. Indy has a flavor for everyone. And suburban, small town, and rural lifestyles are all within just 30 minutes of our office in the heart of downtown Indy.

Mobility On-Demand

Indy has walking trails, bike lanes, all-electric rapid bus transit, a standard bus system, bikeshare, and more. And if you need to get away, our airport is ranked number one in the nation and is connected to 50 nonstop destinations.

Great Schools

Whatever draws you to Indy, you can be sure your child’s education will be enriching, diverse, and achievable. We enjoy an array of strong traditional public and charter schools as well as esteemed private and parochial schools.

Back Home Again in Indiana

As the capital city of Indiana, Indy enjoys the benefits of being in A State That Works. Property tax caps and low personal income taxes keep costs low, and there are great state parks and other amenities to enjoy—all that and more make Indiana a great place to work and raise a family.

Get Engaged and Make a Difference

You have the opportunity and access to networks and a community that will encourage and support you, and we will support your engagement efforts.

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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.

Visit our LinkedIn page to see the current opportunities we have open.

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