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Associate / Senior Associate, Global Client Group (Independent Advisor Group)

Charlotte, Charlotte
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Job Overview

Salary £45k - £68k (AI est.)
Location Charlotte, Charlotte
Type Full time

Skills & Requirements

85%

Excel

Expert-level Excel skills for analysis and reporting

85% Required
77%

Access

Essential skill for this role

77% Required
69%

CFA

Essential skill for this role

69% Required
61%

Series 7

Essential skill for this role

61% Required
Excel
Access
CFA
Series 7
Series 63

Qualifications & Education

Experience Required

5-10

About the Role

Associate / Senior Associate, Global Client Group (Independent Advisor Group)

Curated brief to help you tailor your application.

Credential Spotlight

If you're progressing toward these certifications, make it visible.

  • CFACall out CFA exam level, passes, or charterholder status.
  • MBAEmphasise MBA focus areas relevant to the mandate.

Skills Snapshot

Double down on these tools and frameworks in your application.

  • Excel
  • Access
  • CFA
  • Series 7
  • Series 63

Notes

Extra context the hiring team thought you should know.

Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office. Please discuss with your Recruiter to confirm the details for this specific role.

Resumes and portfolios (when applicable) 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 include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.

Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

   

Inside the Program

Understand how the rotation and mentorship will run.

Our Independent Advisor Group (IAG) is responsible for working with fee-only, independent high-net-worth financial advisors (RIAs) across the country. The Associate / Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast.

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Frequently Asked Questions

A Associate / Senior Associate, Global Client Group (Independent Advisor Group) is responsible for key financial functions including analysis, reporting, and strategic planning. This level position requires expertise in sector dynamics and involves working with cross-functional teams to drive business growth and financial performance.
This Associate / Senior Associate, Global Client Group (Independent Advisor Group) role typically requires a degree in Finance, Accounting, Economics, or related field. Candidates should have relevant experience in sector, strong analytical skills, proficiency in financial modeling, and excellent communication abilities. Professional qualifications such as CFA, ACCA, or ACA are often preferred.
Career progression from a Associate / Senior Associate, Global Client Group (Independent Advisor Group) role can lead to senior finance positions such as Finance Manager, Finance Director, or CFO roles. The sector offers diverse opportunities for professional development, including specialized areas like investment banking, corporate finance, or financial planning and analysis.
To apply for this Associate / Senior Associate, Global Client Group (Independent Advisor Group) position, click the 'Send CV' button above to submit your application directly to the hiring manager. Ensure your CV highlights relevant experience and financial expertise. Our recruitment consultants will review your application and contact you within 24-48 hours if your profile matches the requirements.