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Family Wealth Advisor & Investment Strategy Lead
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-06-14
Listing for:
Highland Consulting Associates, Inc.
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Highland Consulting Associates, Inc. is seeking a passionate Consultant to join our Family Wealth team. In this role, you will be responsible for providing exceptional client service and investment consulting expertise to private investors and multi-generational families.
The ideal candidate will have over 4 years of experience in investment consulting, strong analytical skills, and the ability to communicate complex investment concepts clearly. You will help families utilize their assets confidently and effectively.
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