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Financial Analyst Financial Consultant

Global Client Group Associate — Hybrid Finance

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Dimensional Fund Advisors
Full Time position
Listed on 2026-02-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Charlotte is seeking an Associate to join its Retirement and Insurance Distribution team. The role involves maintaining CRM data, responding to client inquiries, and developing marketing presentations, all while collaborating across departments. Candidates should possess a Bachelor's degree and 2-4 years of experience in the Financial Services Industry, alongside strong communication skills and oversight of ad hoc investment questions.

This position promotes professional growth and may involve some travel.
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Position Requirements
10+ Years work experience
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