Senior Associate, Global Client Group (Independent Advisor Group)
Dimensional(1 month ago)
About this role
Senior Associate in Dimensional’s Global Client Group supporting the Independent Advisor Group, focused on working with fee-only financial advisors (RIAs) across the West Coast. The role supports Regional Directors in business development and client service efforts to grow and maintain advisor relationships and deliver investment solutions.
Required Skills
- Business Development
- Relationship Management
- Investment Communication
- Client Education
- Practice Management
- Investment Presentation
- Capital Markets
- Quantitative Analysis
- Analytical Skills
- Excel
+2 more
Qualifications
- Bachelor's Degree
- MBA
- CFA
- SIE
- Series 7
- Series 63
- Series 66
About Dimensional
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