Global Client Advisor – ESG & Investment Solutions

Dimensional Fund Advisors; Florida; Hybrid; USD 55,000 - 75,000; Full time

Job summary

Dimensional Fund Advisors is seeking an Associate for the Global Client Group to support Advisor clients and prospects through portfolio analysis and client education. You will help develop marketing materials, understand Advisor business practices, and apply capital market research to portfolio management, with some travel.

The role requires a Bachelor's degree, 1-3 years in financial services, and licenses (SIE, Series 7, 63/66) or attainment within 8 weeks.

Qualifications

• Bachelor's degree with a strong academic record.
• 1-3 years’ experience in the Financial Services Industry (including internships).
• Solid understanding of Dimensional's investment philosophy.
• Solid 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, Series 7, and Series 63/66 licenses (or attainment within the first 8 weeks of hire as a condition of employment)
• This role is not eligible for immigration sponsorship #LI-Hybrid

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.
• 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

Skills

Analytical skills

Quantitative problem-solving

Verbal and written communication

Detail-oriented

Self-starter

Teamwork / independent work

Excel

Access

Education

Bachelor's degree

Tools

Excel

Access

Job description

Dimensional Fund Advisors is seeking an Associate for the Global Client Group to support Advisor clients and prospects through portfolio analysis and client education. You will help develop marketing materials, understand Advisor business practices, and apply capital market research to portfolio management, with some travel.

The role requires a Bachelor's degree, 1-3 years in financial services, and licenses (SIE, Series 7, 63/66) or attainment within 8 weeks.