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Investment Consulting Associate: Client Solutions

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Highland Consulting Associates, Inc.
Full Time position
Listed on 2026-07-08
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant
  • Business
    Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Highland Consulting Associates, Inc. is looking for an Associate Consultant to support their family wealth and institutional consulting teams. This role involves client relationship management, assisting in investment recommendations, and ensuring the preparation of client deliverables.

The ideal candidate will have a Bachelor's degree in Finance, Accounting, or Economics, and 2-5 years of professional experience. Strong analytical skills and proficiency in Microsoft Office Suite are essential for success in this position.

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Position Requirements
10+ Years work experience
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