Associate, Global Client Group (Independent Advisor Group)

Dimensional Fund Advisors; Santa Monica (CA); On-site; USD 81,000 - 118,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Dimensional Fund Advisors on the West Coast seeks a candidate to support the Independent Advisor Group with portfolio analyses and client education. You will collaborate with Regional Directors to serve top RIAs and deliver market insight, calibrated for advisor needs.

The role requires a bachelor’s degree, 2–4 years in financial services, and licenses (SIE, Series 7, 63/66) within 12 weeks. Strong analytical and communication skills are essential for success in this client-facing position.

Qualifications

• Bachelor’s degree with a strong academic record.
• 2–4 years of experience in financial services.
• Solid understanding of Dimensional’s investment philosophy.
• Strong analytical and quantitative problem-solving skills.
• Excellent verbal and written communication and interpersonal skills.
• Detail-oriented and able to work in a team or independently.
• Self-starter capable of managing multiple projects and meeting deadlines.
• SIE, Series 7, and Series 63/66 licenses required and must be obtained within 12 weeks.

Responsibilities

• Develop and construct complex portfolio analyses for Advisor clients and prospects.
• Identify and discuss key findings of portfolio analyses with clients.
• Deliver educational investment webinars to Advisor clients.
• Answer the Financial Advisor hotline and provide solutions to ad hoc questions.
• Assist in developing investment-related marketing materials and charts.
• Develop a robust understanding of Advisor business practices.
• Understand capital market research and apply to portfolio management.
• Some travel may be expected.

Skills

Analytical skills

Quantitative skills

Communication

Education

Bachelor’s degree

Tools

Excel

Access

Job description

For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of:

$81,000 - $118,000

This role may also be eligible to receive a discretionary bonus.

Job Description:

The Global Client Group (GCG) is Dimensional’s distribution arm, comprising sales channels that target a diverse client set. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients. GCG is responsible for developing new business relationships as well as managing current relationships with our global clients. We take the time to understand clients’ evolving needs, identifying where we can add value and collaborating to provide a better investment experience.

OurIndependent Advisor Group (IAG) is responsible for working with fee-only financial advisors (RIAs) across the country. This role will support Regional Directors working with our largest RIA clients across the west coast.

Responsibilities:

• Developing and constructing complex portfolio analysis for current Advisor clients and prospects
• Identifying and discussing key findings of portfolio analyses to clients
• Delivering educational investment related webinars to Advisor clients
• Answering the Financial Advisor hotline and providing answers and solutions to ad hoc investment questions and related client service
• Assisting in the initial development of investment related marketing materials and charts
• Developing a robust understanding of Advisor business practices
• Developing a deep understanding of capital market research and application to portfolio management
• Some travel may be expected

Qualifications:

• Bachelor’s degree required with a strong academic record
• 2-4 years of experience in the Financial Services Industry
• Solid understanding ofDimensional’sinvestment philosophy
• Strong analytical skills
• Solid quantitative problem-solving skills
• Excellent verbal and written communication and interpersonal skills
• Detail-oriented
• Able to work equally well in a team environment and independently
• Self-starter who is capable of managing multiple projects and meeting deadlines
• Strong computer skills (Excel and Access) with the ability to learn programs as needed
• Intention to pursue outside investment-related education (e.g., MBA, CFA, CFP)
• SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required and must be obtained within the first 12 weeks of hire as a condition of employment

This role is not eligible for immigration sponsorship.

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It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.