Financial Analyst Intern

5 days ago


St Petersburg, United States Dynasty Financial Partners Full time
Summer Analyst Program

Dynasty Financial Partners is a premier WealthTech platform for independent financial advisors, providing them with the freedom, flexibility, and control to better serve their clients.

We are seeking highly motivated and detail-oriented Summer Analysts to join our team for a 10-week program. As a Summer Analyst, you will be assigned to support one or two of our business units, including Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology, or Finance.

Our Summer Analyst Program is designed to provide you with hands-on experience and exposure to the wealth management industry. You will have the opportunity to work closely with our experienced professionals, develop your skills, and contribute to the success of our business units.

Requirements:

  • Excellent working knowledge of Microsoft Office products, specifically Excel and PowerPoint.
  • Ability to work effectively and collaboratively in a fast-paced, entrepreneurial, and demanding environment.
  • Excellent communication skills, ability to work with clients closely and effectively.
  • Detail-oriented and thorough in completing projects/tasks.
  • Intellectual curiosity and critical thinking skills.
  • Self-starter, must have the initiative and ability to complete tasks with minimal supervision.

We are an equal employment opportunity employer and welcome applications from diverse backgrounds and perspectives.



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