About this role
Senior Associate, Global Client Group (Independent Advisor Group) at Dimensional. Location: Austin, Texas, United States. Role: articulating principles, delivering presentations, developing relationships Requirements: Bachelor's required; 5+ years in financial services; must obtain SIE, Series 7, Series 63/66 within 12 weeks; strong analytical, quantitative, and communication skills; proficiency with Excel and Access; MBA/CFA preferred. Category: Business Development Seniority: Senior Level Tools: Microsoft Excel, Microsoft Access Certifications: sie, series 7, series 63, series 66, cfa Commitment: Full Time Workplace: Hybrid Languages: English