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Reposted 12 Days AgoSaved
In-Office or Remote
Santa Monica, CA, USA
155K-185K Annually
Senior level
155K-185K Annually
Senior level
Financial Services
The Regional Director drives business development and client relationship management, focusing on sales activities and promoting Dimensional's investment solutions to new and existing clients.
Top Skills: Series 63Series 66Series 7Sie
Reposted 12 Days AgoSaved
In-Office
Santa Monica, CA, USA
95K-140K Annually
Senior level
95K-140K Annually
Senior level
Financial Services
This Senior Associate role supports Regional Directors in business development and client services for financial advisors, requiring in-depth knowledge of investment principles and strong communication skills.
Top Skills: AccessExcel
13 Days AgoSaved
In-Office or Remote
Santa Monica, CA, USA
155K-185K Annually
Expert/Leader
155K-185K Annually
Expert/Leader
Financial Services
The Regional Director leads sales and client relations with financial advisors, strategizing to enhance business development and client service in the Northern California region.
Top Skills: Financial Advisory PlatformsSalesforce
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