Associate Consultant—Client-Facing Investment Advisor Path

Highland Consulting Associates, Inc.; Cleveland (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Highland Consulting Associates, Inc. in the United States seeks an Associate Consultant to support family wealth and institutional teams serving retirement plans, foundations, endowments, corporate clients and family wealth clients.

The role emphasizes strong analytical skills, eagerness to learn, and a client-service mindset, with a clear growth pathway into a client-facing consultant position.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2-5 years of experience in investment consulting, wealth management, or related field.
• Foundational knowledge in institutional investment management and retirement plan consulting.
• Excellent written and verbal communication skills and attention to detail.

Responsibilities

• Assist in serving institutional or family wealth clients by supporting regular client communication and meeting preparation.
• Support the development of investment recommendations by gathering data and conducting analysis.
• Assist in presenting investment strategies, performance analysis, and market commentary in client meetings and reports.
• Learn to identify client needs and opportunities through ongoing client interaction.

Skills

Analytical ability

Client-service mindset

Microsoft Excel

PowerPoint

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

CRM

Reporting tools

Job description

Highland Consulting Associates, Inc. in the United States seeks an Associate Consultant to support family wealth and institutional teams serving retirement plans, foundations, endowments, corporate clients and family wealth clients.

The role emphasizes strong analytical skills, eagerness to learn, and a client-service mindset, with a clear growth pathway into a client-facing consultant position.