Trusted Family Wealth Advisor — Legacy & Growth

Highland Consulting Associates, Inc.; Cleveland (OH); Hybrid; USD 100,000 - 140,000; Full time

Job summary

Highland Consulting Associates, Inc. in Cleveland seeks a passionate Consultant to join our Family Wealth team and help clients succeed with comprehensive investment solutions.

You will translate complex wealth concepts into clear recommendations, build lasting client relationships, and support growth through exceptional service and strategic communication.

The role emphasizes rigorous analysis, strong communication, and alignment with families’ values and legacy planning.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field preferred
• 4+ years of experience in investment consulting, wealth management, or financial services
• Excellent written and verbal communication skills able to explain complex concepts clearly
• Self-motivated with ability to manage multiple priorities and meet deadlines
• CFP, CFA, CPA or CKA designation (or progress towards a designation) is preferred

Responsibilities

• Serve as the trusted advisor to private investors and multi-generational families, coordinating all aspects of the client relationship
• Build deep, long-term relationships by understanding client’s goals, values, and legacy objectives
• Conduct regular client communication through calls, emails, and in-person/virtual meetings to ensure ongoing engagement and satisfaction
• Prepare personalized client deliverables, investment policy statements that reflect individual goals and values.
• Support organic growth through exceptional service, and selective business development activities.

Skills

Investment consulting

Wealth management

Client communication

Analytical skills

Relationship management

Education

Bachelor's degree in Finance or related field

Tools

CFP/CFA/CPA/CKA designation (or progress towards)

Job description

Highland Consulting Associates, Inc. in Cleveland seeks a passionate Consultant to join our Family Wealth team and help clients succeed with comprehensive investment solutions.

You will translate complex wealth concepts into clear recommendations, build lasting client relationships, and support growth through exceptional service and strategic communication.

The role emphasizes rigorous analysis, strong communication, and alignment with families’ values and legacy planning.