Associate, Global Client Group (independent Advisor Group)

DIMENSIONAL

Santa Monica, California, USA
$95,000 - $140,000; bonus eligible; comprehensive ...
Hybrid
Portfolio analysis for clients
Investment related webinars
Financial advisor hotline support
The Global Client Group is Dimensional’s distribution arm, responsible for developing and managing global client relationships by understanding evolving needs and adding value

Job Summary

  • The Global Client Group is Dimensional’s distribution arm, responsible for developing and managing global client relationships by understanding evolving needs and adding value.
  • This role will support Regional Directors working with large RIA clients across the west coast, involving complex portfolio analysis and educational webinars.
  • Dimensional offers comprehensive benefits, educational initiatives, and a commitment to equal opportunity for all employees and applicants.

Matching Summary

The Global Client Group is Dimensional’s distribution arm, responsible for developing and managing global client relationships by understanding evolving needs and adding value.

Salary

$95,000 - $140,000; Bonus eligible; Comprehensive benefits

Skills & Requirements

Must-have

  • Portfolio analysis for clients
  • Investment related webinars
  • Financial Advisor hotline support
  • Marketing material development
  • Capital market research understanding

Nice-to-have

  • Client-centric approach
  • Collaborative problem solving
  • Self-starter mentality
  • Continuous learning mindset

Key Requirements

  • 2-4 years Financial Services experience
  • Bachelor's degree required
  • SIE, Series 7, Series 63/66 licenses required
  • Proficiency in Excel and Access

Work Rights

Not specified

Tailored Resume

Cover Letter