Financial Services Specialist

3 days ago


St Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time
Company Overview

Dynasty Financial Partners, LLC is a leading provider of investment services to high net worth individuals and families. Our team of experienced professionals works closely with clients to develop customized investment strategies that meet their unique needs and goals.

Job Description:
We are seeking a highly motivated and experienced Financial Services Specialist - Alternative Investments to join our team. The successful candidate will have a strong background in financial markets, investment products, and capital markets, as well as excellent communication and interpersonal skills. The role will involve conducting thorough due diligence on alternative investment strategies, sources and researches private markets for our investment platforms, and collaborating with cross-functional teams to implement new investment strategies and approaches.

Responsibilities:
  • Conduct thorough due diligence on alternative investment strategies to ensure their suitability for our clients.
  • Sources and researches private markets for our investment platforms.
  • Collaborates with cross-functional teams to implement new investment strategies and approaches.
  • Analyzes market trends and economic conditions to inform investment decisions.

Requirements:
  • CFA Charterholder or progress toward CFA Charter preferred.
  • 5-7 years of experience in due diligence, portfolio construction, and product implementation.
  • Strong understanding of financial markets, investment products, and capital markets.
  • Excellent communication and interpersonal skills.

Estimated Salary: $125,000 - $185,000 per year.

Benefits:
  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance


  • St. Petersburg, Florida, United States Spieldenner Financial Group Full time

    Elevate Your Career with Spieldenner Financial GroupWe are a forward-thinking company in the mortgage protection industry, committed to empowering individuals to achieve their financial goals.Estimated Salary: $2,000 - $5,000 per month for spare time commitmentJob DescriptionAs a Mortgage Protection Specialist, you will have the opportunity to develop strong...


  • St. Petersburg, Florida, United States The WRS Group - Symmetry Financial Full time

    Company OverviewThe WRS Group - Symmetry Financial is a dynamic Life Insurance Agency that partners with middle-class families to provide them with financial planning strategies. Our team of agents works remotely, helping families in their regional area or chosen territory.We take great pride in our service, as our clients trust us with one of life's most...


  • St. Petersburg, Florida, United States Raymond James Financial, Inc. Full time

    About This RoleWe are seeking an experienced Operations Director to join our team in St. Petersburg, Florida. As a key member of our operations team, you will be responsible for leading and directing the work of assigned departments, implementing business plans, and ensuring policies and procedures are followed.Job SummaryThe Operations Director will provide...


  • St. Petersburg, Florida, United States Affordable Solar Roof & Air LLC Full time

    Job DescriptionWe are the fastest growing Solar & efficiency company in Florida that does in house installations with top notch quality.We are seeking an experienced Financial Operations Specialist to play a pivotal role in managing our outstanding receivables, maintaining accurate financial records, and contributing to our overall financial health.The...

  • Financial Analyst

    4 days ago


    St. Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time

    Dynasty Financial Partners, LLC is a leading WealthTech platform that empowers independent financial advisors to succeed in the wealth management industry. Our mission is to help advisors build successful enterprises by delivering high-quality, customized financial advice to their clients.We offer integrated solutions and services that support transition,...


  • St. Petersburg, Florida, United States Growth Financial Team of Greater St. Pete Full time

    Grow with Us: A Senior Insurance Agent OpportunityThe Growth Financial Team of Greater St. Pete is looking for a highly motivated and experienced insurance agent to join our dynamic team. As a senior insurance agent, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on their financial needs.


  • St. Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time

    Job SummaryWe are seeking an experienced Accounting Assistant to join our OCFO team at Dynasty Financial Partners, LLC. As a key member of our team, you will provide daily support for the production of financial statements and schedules in accordance with the monthly close schedule for multiple assigned clients.The ideal candidate will have a strong...


  • St. Petersburg, Florida, United States Affordable Solar Roof & Air LLC Full time

    Job Overview:We are a rapidly expanding solar company in Florida seeking a detail-oriented and skilled Accounts Receivable Specialist to join our finance team. This role is crucial to ensuring smooth financial operations, and we require a candidate with QuickBooks Online Advanced Certification.The ideal candidate will have a strong accounting background, a...


  • St. Petersburg, Florida, United States Lumina Financial Solutions Full time

    Company OverviewLumina Financial Solutions is a dynamic and innovative financial services company dedicated to protecting families through various insurance products. Our mission is to empower individuals with the tools and knowledge needed to succeed in their careers and personal lives.Salary and CompensationWe offer a competitive salary range of $75,000 to...


  • St. Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time

    Job OverviewDynasty Financial Partners, LLC is seeking a skilled Marketing Operations Specialist to support the growth of our firm. The ideal candidate will have 2-4 years of relevant experience and proficiency in Salesforce products.


  • St. Petersburg, Florida, United States Fa Solutions Llc Full time

    Job Title: Senior Financial Aid Specialist">About Us: Fa Solutions Llc is a leading provider of financial aid consulting services, dedicated to helping colleges and universities navigate the complexities of federal aid processing.">Estimated Salary: $70,000 - $90,000 per year">Job Description:">Role and Responsibilities:">"> Provide high-level support to...


  • St. Petersburg, Florida, United States Mutual of Omaha Full time

    Unlock Your Potential in the Financial Services IndustryAbout the Role:This is an exciting opportunity to join Mutual of Omaha as a Financial Representative Trainee. As a trainee, you will participate in a comprehensive program designed to equip you with the skills and knowledge needed to excel in selling Individual Insurance products and building a...


  • St. Petersburg, Florida, United States Lumina Financial Solutions Full time

    Estimated Salary$75,000 - $150,000 per year, with potential for significant bonuses and commissions. Our 100% commission-based structure ensures that your earnings are directly tied to your performance.


  • St. Petersburg, Florida, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a dynamic and innovative company in the mortgage protection industry, dedicated to helping American families safeguard their financial future.Our mission is to provide exceptional service and support to our clients, empowering them to make informed decisions about their mortgage protection coverage.Estimated Salary:...


  • St. Petersburg, Florida, United States St Petersburg College Full time

    Job Title: Financial Aid AssistantOverviewAs a Financial Aid Assistant at St Petersburg College, you will play a critical role in supporting the college community by providing exceptional customer service, analyzing complex data, and collaborating with cross-functional teams.Key ResponsibilitiesProvide accurate and timely assistance to students, faculty, and...


  • St. Petersburg, Florida, United States Lutheran Services Florida Full time

    Job SummaryLutheran Services Florida is seeking a highly motivated and compassionate Refugee Services Specialist - Family Support to join our team. This role plays a critical part in supporting refugee families as they settle into their new life in the United States.About the RoleThis position is responsible for conducting outreach activities, community...


  • St. Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time

    Job OverviewDynasty Financial Partners, LLC is a rapidly expanding financial services company seeking an experienced IT Systems Administrator to join its technology team.


  • St. Petersburg, Florida, United States Bankers Financial Corp Full time

    About Us\At Bankers Financial Corporation, we value our employees and strive to create a work environment that promotes collaboration, innovation, performance, social responsibility, and trust.\This role offers the opportunity to work with a diverse workforce and contribute to creating a positive impact on both the environment and our community.\The ideal...


  • St. Petersburg, Florida, United States Bankers Financial Corp Full time

    About the Job\Bankers Financial Corporation is seeking a highly skilled and motivated individual to join our team as a Flood CSR II. This role will be responsible for providing exceptional customer service by possessing an in-depth knowledge of assigned insurance operations products and services.\The ideal candidate will have excellent oral and written...


  • St. Petersburg, Florida, United States Love & Company CPAS Full time

    Job Title: Financial ConsultantDescription:We are seeking an experienced Financial Consultant to join our team at Love & Company CPAS. As a Financial Consultant, you will play a crucial role in providing expert taxation services to our clients.About the Role:This is an exciting opportunity for an individual with strong accounting skills who wants to work in...