Associate, Global Client Group (Independent Advisor Group)
Dimensional Fund AdvisorsCharlotte, North Carolina, United States
Posted May 1, 2026
Full Time
About the Company
Dimensional offers a variety of programs to help take care of you, your family, and your career.
Job Description
The Global Client Group (GCG) is responsible for developing new business relationships and managing current relationships with global clients. The Independent Advisor Group (IAG) works with fee-only financial advisors across the country, supporting Regional Directors with RIA clients across the east coast.
Requirements
- Bachelor's degree required with a strong academic record
- 2-4 years of experience in the Financial Services Industry
- SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required
- Solid understanding of Dimensional's investment philosophy
- Strong analytical skills
- 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
Benefits
- Comprehensive benefits
- Educational initiatives
- Special celebrations of our history, culture, and growth