About this role
Senior Associate, Global Client Group (Independent Advisor Group) at Dimensional. Location: Santa Monica, California, United States. Role: Articulating investments, Educating advisors, Traveling with directors Requirements: Bachelor’s degree required; 5+ years in financial services; MBA/CFA preferred; SIE/Series 7/63/66 required within 12 weeks; strong communication, analytical, and teamwork skills; willing to travel; hybrid work. Category: Finance and Accounting Seniority: Mid Level Tools: Excel, Access Certifications: sie, series 7, series 63, series 66 Commitment: Full Time, Contract, Internship, Temporary, Seasonal, Volunteer Workplace: Hybrid Languages: English