Family Wealth Advisor & Investment Strategist

Highland Consulting Associates, Inc. is seeking a Consultant for its Family Wealth team in Westlake, Ohio. The role focuses on delivering exceptional client service and investment consulting expertise for private investors and families. Responsibilities include building relationships, preparing personalized investment statements, and ensuring client satisfaction through effective communication. Ideal candidates have a Bachelor's degree related to finance and 4+ years' experience in investment consulting or financial services. Professional designations are preferred. J-18808-Ljbffr