Associate, Global Client Group (independent Advisor Group)

Dimensional Fund Advisors

Santa Monica, California, USA
$95,000 - $140,000; bonus eligible; benefits not s...
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 providing a better investment experience

Job Summary

  • The Global Client Group is Dimensional’s distribution arm responsible for developing and managing global client relationships by understanding evolving needs and providing a better investment experience.
  • This role will support Regional Directors working with the largest RIA clients across the west coast, focusing on complex portfolio analysis and educational content delivery.
  • Dimensional offers comprehensive benefits, educational initiatives, and programs to support employee well-being and career growth.

Matching Summary

The Global Client Group is Dimensional’s distribution arm responsible for developing and managing global client relationships by understanding evolving needs and providing a better investment experience.

Salary

$95,000 - $140,000; Bonus eligible; Benefits not specified

Skills & Requirements

Must-have

  • Portfolio analysis for clients
  • Investment related webinars
  • Financial Advisor hotline support
  • Capital market research application
  • Develop marketing materials

Nice-to-have

  • Client-first approach
  • Collaborative team environment
  • Independent work capability
  • Proactive self-starter

Key Requirements

  • 2-4 years Financial Services experience
  • SIE, Series 7, Series 63/66 licenses required
  • Bachelor's degree required
  • Pursue outside investment education

Work Rights

Not specified

Tailored Resume

Cover Letter