About this role
Associate, Global Client Group (Traditional Institutional Group - Consultant Relations) at Dimensional. Location: Charlotte or Austin. Role: preparing presentations, compiling data, maintaining CRM Requirements: Bachelor's degree required; 2+ years in financial services preferred. Strong Excel/Word skills, detail-oriented, excellent communication, quantitative problem-solving. SIE, Series 7, Series 63/66 required or must be attained within 8 weeks. Role is not eligible for immigration sponsorship. Category: Sales Seniority: Entry Level Tools: Microsoft Excel, Microsoft Word, CRM Certifications: sie, series 7, series 63, series 66 Commitment: Full Time Workplace: Hybrid Languages: English