About this role
Analyst, Global Client Group (Insurance) at Dimensional. Location: Charlotte or Austin. Role: supporting team, preparing presentations, compiling data Requirements: Bachelor's degree required; SIE, Series 7, and Series 63/66 attainment required within 8 weeks; 1+ years in financial services preferred; strong Excel and Word skills, quantitative problem solving, and excellent communication. Category: Business Development Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, CRM Certifications: sie, series 7, series 63, series 66 Commitment: Full Time Workplace: Hybrid Languages: English