Senior Associate Advisor Senior Associate Advisor …

Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Dimensional Fund Advisors
in Charlotte, NC, United States
Permanent, Full time
Be the first to apply
Senior Associate Advisor
Senior Associate, Independent Advisor Group Charlotte/en-US/DFA_Careers/job/Charlotte/Senior-Associate--Independent-Advisor-Group_2020-5471/apply

Note to applicants:  Resumes are required as part of your application.  When applying from a mobile device or tablet, you may not be able to attach a resume.  If you cannot attach a resume at the time of your application, you will receive a follow up email asking  you to attach your resume from a computer.

Job Description:

The Senior Associate will support Regional Directors in business development and client services activities for our financial advisor clients in our Global Client Group


  • Articulating complex investment principles and capital market research to financial advisors
  • Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do
  • Interacting with advisors on practice management related issues
  • Traveling with Regional Directors and developing strong business and personal relationships with key advisor clients
  • Developing and delivering complex and educational investment presentations to financial advisors
  • Developing and facilitating the production of complex client driven requests among a team of Associates
  • Developing a robust understanding of the advisor industry and related business practices


  • MBA and/or CFA strongly preferred
  • Four plus years of experience in the Financial Services/Investment industry
  • Proactive desire to learn
  • 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
  • Ability to successfully pass the Series 7 within the first 120 days of employment in order to interact with clients, followed by the Series 63/66

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

Posted 6 Days AgoFull time2020-5471

Dimensional is a global investment firm guided by deep convictions about the power of capital markets. We are a leader in applying advanced financial science to equity and fixed income investment strategies. By employing a rigorous and systematic investment approach, we seek to capture what the market offers in all its dimensions.

For more than 30 years, we have translated research into real-world investment solutions for clients. Our clients include financial advisory, pension funds, retirement plans, college savings plans, insurance companies, endowments and foundations, and sovereign wealth funds. Headquartered in Austin, Texas, with 14 offices around the world, Dimensional manages $609 billion globally as of December 31, 2019.

Dimensional Fund Advisor LP is an investment advisor registered with the Securities and Exchange Commission.