Post job

Explore jobs

Find specific jobs

Explore careers

Explore professions

Best companies

Explore companies

Working at Dynasty Financial Partners

Zippia score 3.7

Overview

JobsRevenue

Reviews

DemographicsCompetitorsCEO & Executives

Dynasty Financial Partners overview

Industry
Financial Consultant
Revenue
$5.1M
Headquarters
Employees
75
Founded in
Website
Organization type
Private
CEO
Shirl Penney
Social media
Dynasty Financial Partners is an integrated platform service provider that makes it possible for you to build the business you've always envisioned. A business that reflects your passions and beliefs, and gives you the freedom to pursue your goals and those of your clients the best way you know how. They help top advisors, whether they are already independent or those leaving the wirehouses, to build their businesses the same way they built ours: from the ground up, taking the long view, not short cuts. Then, they provide every possible measure of support. At Dynasty, independence is more than just a transition. It's a transformation, an opportunity to truly own what you've created, a legacy that you can pass on. Being independent and owning your own business is not for everyone. But with their resources and expertise behind you, there's no better way to define success on your own terms.
Dynasty Financial Partners is a relatively young company. It was founded only in 2010. This emerging company loves to hire graduates from Midland College, with 9.1% of its employees having attended Midland College. If you want to check out some more established companies, you can find other great places to work on Zippia's list of Best Companies to Work For in New York, NY.
Dynasty Financial Partners is a small finance company based in New York, NY with only 75 employees and an annual revenue of $5.1M.

Dynasty Financial Partners's mission statement

To help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients.

In demand companies are hiring! Let Zippia apply for you!

Floating question marks illustration

4.0/5

Dynasty Financial Partners employee reviews

Based on 1 ratings

Do you work at Dynasty Financial Partners?

Help job seekers learn about working at Dynasty Financial Partners

Job openings at Dynasty Financial Partners
60 positions
See all jobs

On this page

Be the first to review Dynasty Financial Partners

Anonymously rate your employee experience

Your opinion can help other job seekers

Do you like working at Dynasty Financial Partners?

The team at Dynasty Financial Partners

  • The founders of Dynasty Financial Partners is Edward C. Swenson.
  • The key people at Dynasty Financial Partners are Shirl Penney and Edward C. Swenson.
Key people
Shirl Penney
Edward C. Swenson

Rate Dynasty Financial Partners' promotion and raise policies.

Zippia waving zebra

Do you work at Dynasty Financial Partners?

Does Dynasty Financial Partners actively promote diversity and inclusion?

Dynasty Financial Partners financial performance

8.4
Performance score

Are you an executive, HR leader, or brand manager at Dynasty Financial Partners?

Claiming and updating your company profile on Zippia is free and easy.

Dynasty Financial Partners FAQs

Have more questions? See all answers to common company questions.

Search for jobs

Most common locations at Dynasty Financial Partners

Related companies

Related company jobs

Most in demand jobs

Related companies

    Updated March 14, 2024

    Zippia gives an in-depth look into the details of Dynasty Financial Partners, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Dynasty Financial Partners. The employee data is based on information from people who have self-reported their past or current employments at Dynasty Financial Partners. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Dynasty Financial Partners. The data presented on this page does not represent the view of Dynasty Financial Partners and its employees or that of Zippia.

    Dynasty Financial Partners may also be known as or be related to Dynasty Financial Partners and Dynasty Financial Partners, LLC.