Dynasty Financial Partners jobs - 52 jobs

Requirements Finance major (other majors will be considered as applicable) with at least 3 years of investment banking experience Investment banking, credit training or leverage finance experience from a major financial institution a plus Comfortable building 3-statement operating models Demonstrated track record of success academically and/or in prior roles Enthusiastic self-starter with strong communication and interpersonal skills Desire to learn and contribute to an entrepreneurial culture Familiarity with databases such as Factset and Fintrx Excellent writing, presentation, and organizational skills Detail oriented with the ability to execute complex projects Strong desire to work in a fast past, high performing team with a willingness to learn new skills and concepts Comfortable being in a client facing role Preferred Technical Skills Proficiency with Microsoft Office Suite, particularly Excel and PowerPoint Strong working knowledge of corporate finance theory Ability to use Salesforce reporting tools Ability to multi-task and prioritize 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements 10+ years of progressive leadership experience in financial services, strategy, consulting, or related fields. Prior experience in a Chief of Staff, COO, or senior strategy role strongly preferred. Demonstrated ability to influence, drive alignment, and lead across all levels of an organization. Exceptional written and verbal communication skills; ability to prepare board-level materials. Highly organized, detail-oriented, and able to manage multiple high-priority initiatives simultaneously. Strong analytical and financial acumen; experience supporting budgeting and compensation processes. Impeccable judgment and discretion in handling confidential information; exceptionally trustworthy. Leadership experience managing direct reports and mentoring junior talent. Exceptional Critical thinking and problem solving Strong communication and interpersonal skills Advanced Excel and PowerPoint skills. Extremely detail orientated. Strong intellectual curiosity and drive to continue to take more onto his/her plate. Initiative and ability to complete projects/tasks with minimal supervision, feedback or oversight. Strong individual contributor, who also works well on a team and wants to win as a team. Has both a personal desire to succeed in the role and understands the importance of the role to the organization. Deep desire to grow, learn, stretch, and otherwise be presented with new situations and challenges to solve. 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 EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionDescription: Dynasty Financial Partners is seeking a detail-oriented Reporting Specialist to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Reporting Specialist, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, work with high levels of data analyzing trends, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements: QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements Qualifications 3-5 years of experience in financial services, preferably in investment consulting, product distribution, or advisor support. Bachelor's degree in finance, economics, or a related field. Series 7 and Series 65/66 registrations preferred (or willingness to obtain). Progress toward CFA, CIMA, or CAIA designations a plus, but not required. Excellent communication and presentation skills. Excel and PowerPoint experience required. Client focused with a dedication to delivering high quality service. Detail oriented with strong analytical and problem-solving abilities. Willingness to take initiative and execute with a degree of autonomy. Must be able to partner, collaborate and work effectively in an in-office, team-based environment. 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements Qualifications: 3 or more years of related experience in full life cycle recruiting that includes success in building robust talent pipelines through passive candidate sourcing. Proven organizational skills; ability to multi-task and handle many different responsibilities each day. Flexibility and willingness to embrace change is a must; Talent Acquisition Team members work in a fast-paced deadline driven environment. Excellent written and verbal communication skills; ability to effectively communicate to varying levels of the organization and candidates through email, text, and phone. Must be self-motivated and able to self-direct daily work to meet goals and deadlines. Prefer experience utilizing talent sourcing software, and an ATS to track candidates. Previous experience with social media, and other media and advertising partners to help attract talent. Must have experience with Microsoft 365 including Outlook, Power point, Calendar management, Word, and Excel. Working knowledge of creating and executing projects and working to exceed established hiring target dates. Education/Experience Bachelor's degree in Human Resources, communication, marketing, business, or other related field is strongly preferred. Previous experience establishing relationships with Colleges and Universities. Previous experience attending career fairs in person and virtually. Experience with leading behavioral interviews. Previous staffing agency experience, or experience working in a business talent function sourcing talent is required. 3+ years in agency or corporate recruiting experience hiring across multiple levels of an organization is strongly preferred. 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 EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

The Dynasty Investment team is responsible for the delivery of investment management, investment solutions and client service to Dynasty's network of independent financial advisors. Dynasty's investment platform offering includes robust portfolio management and managed account solutions, access to research, thought leadership, and market commentary, investment consulting services, Outsourced CIO services, broad investment product access, capital markets solutions, and integrated technology for implementation. We are seeking a Vice President, Investment Solutions Specialist to join our client coverage and Investment Solutions team. In this role, you'll act as a strategic partner and consultant to our network of independent advisors. You'll provide access to a wide range of investment solutions, including proprietary model portfolios and managed account solutions, third-party strategies and SMAs, private market investments, and capital markets offerings. This is a high-impact, relationship-driven role ideal for a self-starter who thrives on delivering value, solving complex investment challenges, and collaborating across teams. Regular travel is required to build strong advisor relationships and drive platform adoption. This role will be the key point of contact between the Investment team and some of Dynasty's largest advisor relationships. Key Responsibilities * Develop and maintain relationships with advisors to enhance education and adoption of investment offerings through frequent and recurring communication - including in-person visits, virtual meetings, phone calls, and emails. * Prioritize in-person engagement, requiring routine travel to strengthen advisor connections. * Use a consultative approach to present value-add ideas, proprietary thought leadership, and tailored investment solutions for complex client needs. * Provide expert insights on third-party SMAs, private market investments, and capital markets solutions. This includes features, benefits, and competitive positioning. * Coordinate resources across the Dynasty Investment team, third-party asset managers, investment technology providers, and internal teams to streamline communication and effectively respond to network partner needs. * Host or lead educational initiatives in partnership with Dynasty team members and/or third-party asset managers. * Collaborate with product, technology, marketing, and compliance teams to deliver new solutions and enhance existing offerings. Requirements Qualifications * Proven track record of building and maintaining relationships with financial advisors and institutional clients. * Experience presenting investment solutions and market insights to sophisticated audiences. * 5-10 years of industry experience including background in investment product distribution and consulting. * Bachelor's degree in finance, economics, or a related field. * Series 7 and Series 65/66 registrations preferred (or ability to obtain within 90 days of hire). * Progress toward CFA, CIMA, or CAIA designations a plus, but not required. * Excellent communication and presentation skills. * Excel and PowerPoint experience required. * Client focused with a dedication to delivering high quality service. * Detail oriented with strong analytical and problem-solving abilities. * Willingness to take initiative and execute with a degree of autonomy. * Must be able to partner, collaborate and work effectively in an in-office, team-based environment. 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

At Dynasty, we are developing an integrated platform that consolidates essential tools for customer-facing teams-including CRM, analytics, workflows, content management, service/ticketing, and knowledge-into a unified interface. As a Senior Product Manager, you will be responsible for defining strategy, shaping the roadmap, and overseeing the commercialization of this platform. You will collaborate closely with the Engineering team in an agile environment. In this role, you will work directly with developers, engaging in day-to-day discussions and ensuring clear communication of product requirements. You will actively participate in sprint planning, reviews, and retrospectives, and will be involved throughout the software development lifecycle (SDLC) to drive alignment between business goals and technical execution. Responsibilities Partner daily with engineering leads and developers to clarify requirements, unblock delivery, and ensure technical trade-offs are well understood. Participate in design reviews, backlog grooming, and sprint planning to confirm user stories and acceptance criteria are clear and testable. Validate developed solutions against business objectives and UX standards before release; champion quality through demos, UAT, and regression sign-off. Define the product north star, value proposition, and multi-year strategy; translate them into quarterly OKRs and KPIs. Own the multi-release roadmap, sequencing high-impact capabilities like AI-driven features, workflow automation, data sync, and embedded service experiences. Manage a defined backlog ensuring that all devops are tickets have sufficient requirements and acceptance criteria, and are prioritized based on product and team key results. Establish a prioritization framework balancing user value, business outcomes, risk, and technical feasibility. Foster a culture of shared ownership between product and engineering-where developers understand the “why” and PMs understand the “how.” Adoption, enablement & go-to-market Build enablement (tours, guides, webinars, training plans) and maintain a crisp “what/why/how” release cadence for customers and internal teams. Create structured feedback loops (advisory councils, betas, in-product surveys) and turn insights into roadmap decisions. Requirements Requirements At least 5 years of experience leading and managing the product function for a large-scale application Proven success driving adoption through sustained user-centered product innovation A strong history of relationship building and collaboration with Engineering organizations Ability to lead projects and establish effective working relationships across a complex startup environment Highly adept at informing product direction through data-driven analysis and direct user study Possesses an intuitive grasp of the small but crucial details that elevate product functionality into compelling and even magical experiences for end users Collaborative orientation and exceptional communication skills A player-coach leadership mentality with proven success at developing product management talent Passion for the wealth industry and the Dynasty Financial Partners experience Advanced degree in relevant field or highly relevant experience in lieu of education Successful candidates will: Demonstrate excellent communication and presentation skills, organization, and attention to detail to effectively collaborate with internal teammates, vendors, and clients Manage cross-departmental initiatives in a structured way while communicating with and obtaining resources from multiple Dynasty departments Act with an entrepreneurial spirit, and a willingness to show initiative Think proactively to create value and stickiness with clients Glean insight and craft actionable strategies from multiple data sources, abstract up from high-detail information and elaborate on abstract requirements or requests Infer action items from user requests and translate complex technical information into digestible instructions Be comfortable working and thriving in a demanding and fast paced environment 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 EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Salary: $26-$34/ Hour Hightower Industries is a 5 STAR local family owned roofing company with offices across Florida. We are launching a commercial service and maintenance division and we are looking for a professional and experienced roofing technician who can start off on their tools and who can easily transition into a supervisory position within a few months time. Job Responsibilities - Perform repairs and maintenance across diverse commercial roofing systems. - Estimate materials, time, and costs for roofing projects - Fabricate and install various components and structures according to specifications - Read and interpret schematics, blueprints, and technical drawings - Restore and repair damaged structures or surfaces - Lead and manage teams on site, upholding safety standards and company protocol - Install and repair roofs - Perform heavy lifting as required - Uphold safety standards and company protocols Experience - Minimum of 5 years of experience in a similar role - Proficient in reading and writing/bilingual highly favorable - Strong knowledge of roofing techniques and materials: TPO, Single Ply, BUR, Tile, Metal, - Ability to read and interpret schematics, blueprints, and technical drawings - Must be flexible and willing to work overtime as needed - Must be proficient with using CRM software, comfortable with job documentation using an IPAD - Ability to perform heavy lifting as required - Problem Solving and leadership skills Note: This job description is not intended to be all-inclusive. The employee may be required to perform other duties as assigned.

Requirements Requirements Bachelor's degree in computer science, Engineering, or related field; master's degree is a plus. Minimum of 3 years of experience as a Data Engineer with a focus on Azure cloud services. Strong experience with Azure Databricks for data processing and analytics. Proficient in Azure Data Factory for creating, scheduling, and orchestrating data workflows. Familiarity with data modeling, SQL, and data warehousing principles. Experience with programming languages such as Python, Scala, or SQL for data manipulation and transformation. Solid understanding of CI/CD practices and version control systems (e.g., Git). Excellent problem-solving skills, attention to detail, and the ability to work in a fast-paced environment. Strong communication and collaboration skills to work effectively with both technical and non-technical team members. Relevant Certifications Azure Data Engineer Associate Azure Data Fundamentals Microsoft PowerBI Preferred, but not Required Knowledge of Data Lake and Lakehouse architecture patterns Experience with Databricks Unity Catalog for data governance and metadata management Work history in the Wealth Management industry is a plus 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Job DescriptionBenefits: 401(k) 401(k) matching Company parties Dental insurance Employee discounts Health insurance Paid time off Training & development Vision insurance Benefits/Perks Competitive Compensation Great Work Environment Career Advancement Opportunities Job Summary We are seeking a Medical Assistant to join our team! The Medical Assistant will assist the Physician, Nurse Practitioners and/or Physician Assistants (Providers) with patient care. They are expected to maintain professionalism, courteousness, confidentiality & a positive attitude at all times and especially while interacting with all patients. They need to be capable of accurately and professionally handling patient intakes, evaluating and addressing the patients needs. They must accurately and concisely relay all information from the patient intake to the Providers. This role will include cross training. The Medical Assistant must be a team player and show respect to the patients, Providers & their coworkers. Skills, Abilities & Requirements: Ability to multitask (plan, organize & complete delegated tasks) Ability to work in a fast paced environment Knowledge of medical terminology Familiar with dermatology diagnosis and ICD-10 Knowledge of anatomy Familiar with common dermatologic medications & terms Excellent people skills Team player Familiar with basic cosmetic procedures Responsible Strong computer skills including the efficient use of electronic medical records Ability to maintain all HIPAA & OSHA requirements Ability to communicate, both written and oral, in a positive & professional manner Some Duties & Responsibilities: Assisting the clinical staff with office duties including inventory, equipment sterilization, and paperwork. Assisting patient to and from the exam room, intake of patients & charting, relaying pertinent information to the Provider prior to exam Preparing the room with the necessary equipment and supplies prior to the exam/procedure Responsible for cleaning and sterilizing (for in office surgeries) the room prior to the exam Assisting Providers with exams and procedures. Responsible for transferring and labeling any biopsies, handling sharp instruments, disposing properly of any sharps or hazardous materials in their appropriate containers Maintaining the exam room between patients and ensuring all OSHA guidelines are being followed Keep exam rooms fully stocked and notify the Lead MA in charge of ordering, when supplies are running low Performing suture removal appointments and notifying Provider of any potential infection or issue Giving any written or oral instructions to the patients at the conclusion of exam relating to instructions from doctor, medications, etc Equipment maintenance, cleaning and maintaining accurate logs Assisting with the nurse line when on Admin, work on lab result calls, checking voicemails and returning patient calls, calling for any patient pharmacy needs or authorizations, communicating with other Medical Practices & scheduling or rescheduling of procedures Maintain all samples, properly dispose of out of date items & inform Lead MA and or Drug Rep when supplies are low Knowledge of and total compliance of all HIPAA standards Knowledge of all products and procedures in the office in order to relay information to patients Any and all other assigned job related duties, as needed Qualifications Certified Medical Assistant desired Excellent customer service skills Strong attention to detail

Requirements Requirements Minimum 5 years' experience negotiating and managing contract life cycles, with emphasis on technology or service agreements; skilled in contract review, negotiation, risk assessment, and resource partner management Strong interpersonal and communication skills; able to build relationships and collaborate effectively across departments (technology, compliance, finance, legal, operations) and with external partners Solid project and process management abilities; comfortable handling multiple vendors, contracts, and tasks simultaneously, and managing projects under pressure to meet tight deadlines Advanced proficiency in MS Office Suite, Tallie, and third-party risk platforms; strong quantitative and analytical skills to interpret and communicate data insights Knowledge of procurement, vendor management, contract negotiation best practices, and risk mitigation; able to align complex business needs with contractual requirements Customer-focused approach to delivering contract management services to internal stakeholders Excellent verbal and written communication; able to present complex ideas simply and create training materials for staff learning Exceptional critical thinking and problem-solving abilities; entrepreneurial mindset with adaptability and innovation in a fast-paced environment Bachelor's degree preferred in an analytical field (business, economics, computer science, mathematics, statistics, or finance) 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements Requirements Experience: Minimum 7+ years in software/data engineering, with at least 3 years directly leading engineering teams as both a strategic and hands-on leader. Demonstrated success delivering cloud-native systems at scale and engaging with stakeholders and executives on both technical and business matters. Platform expertise: Deep, hands-on experience with Azure services (App Services/Container Apps, Functions, Storage, Data Factory/Data Bricks), M365, and direct involvement in building, deploying, and optimizing solutions in these environments. Identity & data: Strong working knowledge of Entra ID/Azure AD fundamentals, environment strategy, and Dataverse schema design. Proven ability to design and implement data pipelines, ensure data quality, and enforce governance practices through hands-on technical work. SDLC & DevOps: Expertise in CI/CD (Azure DevOps/GitHub), automated testing, and observability (Azure Monitor/App Insights). Capable of setting, enforcing, and personally upholding engineering standards through direct participation in the development lifecycle. Security/Compliance: Solid understanding of SOC 2 Type 2 controls, secure coding practices, and access management, with a track record of implementing these requirements in hands-on engineering work. Communication & leadership: Exceptional executive-ready communication skills, with the ability to craft and share technical roadmaps and stories. Demonstrated success in coaching and developing engineers, setting clear expectations, and actively engaging in team development through technical leadership and example. Preferred, but not required: Certifications: AZ-900, AZ-104, AZ-400, PL-200/PL-400, SC-100. (Baseline AZ-900 is preferred.) Experience in Wealth Management / WealthTech (billing, performance reporting, custodial data, CRM). 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 EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements Requirements: Bachelor's degree in Finance, Computer Science, Data Analytics or relevant field. 1 - 3 years of experience in financial services or applicable industry. Familiar/proficient with various reconciliation tools, including but not limited to Excel (Formula Builder, Pivot Tables, etc.), PowerBI, Sharepoint, Salesforce, and custodians such as Schwab, Fidelity, and Pershing Wealth Management or Financial Services background helpful but not required Entrepreneurial mindset - Ability to adapt and innovate in a fast-paced environment Client experience - Ability to consult internal and external clients; Strong client-first mentality Culture carrier - Adopt Dynasty's culture of accountability, fairness, teamwork, and transparency Strong quantitative and analytical skills - You can detect and translate a story behind numbers and data Verbal and written communication skills - You can translate and present complicated ideas in a simple, easy to understand yet inspirational/creative style Critical thinking and problem-solving abilities - Ability to think unconventionally in proposing potential solutions or opportunities to issues Strong learning orientation and lean into new opportunities and are willing to challenge the status quo Strong attention to detail to ensure quality standards are met without impairing workflow. Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines. Successful candidates will: Act with an entrepreneurial spirit and a willingness to show initiative Be willing to work hands-on and deliver against the outputs of strategic Operations initiatives and programs Think proactively to create value and stickiness with clients (both internal and external) Be comfortable working and thriving in a demanding and fast-paced environment Be a culture carrier and adopt Dynasty's culture of accountability, fairness, teamwork, and transparency Show eagerness to learn and grow within the firm 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Your Future Team Resource Consulting Group (RCG), is an independent-minded, fee-only financial planning and investment advisory practice. RCG brings together the key disciplines of investment, estate, tax, retirement, risk management and philanthropic planning to provide fully integrated wealth management. The first and most important thing we do is listen. Purpose: Help you live your ideal life. Niche: Reduce the complexities of wealth through discipline and knowledge. Core Values: Passionate | Balanced | Responsible | Humble | Collaborative Four Pillars: Credentialed/Knowledgeable | Stable (longevity) | Collaborative | Comprehensive Job Summary: We are looking for a Wealth Advisor to join our team. You will assist in understanding clients' overall financial situation, defining and managing client expectations and providing vision for client's needs, and provide consistent and quality client service. Assist the Portfolio Manager in understanding the comprehensive nature of investments, evaluating our investment portfolios, programs, policies and philosophy. You will be collaborative and will require a partnership approach with colleagues and vendors. You will report to the Director of Financial Planning. What You'll Do: Assist Wealth Advisor team as a contact for client relationships in performing multiple financial planning duties for new and existing clients. Prepare and review information needed for client meetings. Assist in client meetings and present information. Assign, monitor and complete tasks in CRM. Assist clients in the decision-making process with issues related to tax, estate planning, charitable giving, multi-generational planning. Communicate and collaborate with clients' professional contacts, i.e. CPAs, attorneys, insurance agents, etc. Document client conversations and activities in CRM. Monitor clients' portfolios daily. Make trades resulting from client deposits, withdrawals, rebalancing and annual tax trading. Review investment and trading issues. Provide backup relationship management for accounts served by other advisors and support to the team. Stay abreast of industry changes through continuing education with emphasis on becoming a subject matter expert in specific area. Participate in client referral conversations and build network with centers of influence. Participate as a member of different internal committees. Required Skills: Knowledge of all aspects of financial planning and investment management. Interpersonal, listening and written/verbal communication and presentation skills. Organized, analytical, detail oriented, able to multi-task and proactively analyze and solve complex matters. Demonstrated client-centric skills including a strong customer service orientation. Able to work with the highest standards of confidentiality and ethics. Able to project a professional image to clients. Team player, collaborative, able to work well with all levels of the practice, and with clients. Involvement in community, civic and professional organizations. What You'll Bring: Bachelor's Degree Certified Financial Planner (CFP ) required for providing financial planning advice. CFP or Chartered Financial Analyst (CFA) required for providing investment advice. Three years of financial planning or investment advisory experience. What We Offer: Coverage on the first day of employment for medical, dental, and vision insurance 401k Matching Plan Paid Parental Leave Student Loan Assistance Pet Insurance Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions) Hightower's Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Requirements QUALIFICATIONS 3-5 years of experience in investments, portfolio analytics, or client service. Bachelor's degree in finance, economics, or a related field. Series 7 registration preferred but not mandatory. Progress toward MBA, CFA, CIMA , or CAIA designations a plus, but not required. Strong interest in financial markets, investment strategies, capital markets, and portfolio management. Experience with financial industry software and analytical tools, such Morningstar Direct, YCharts, FactSet or Bloomberg is preferred. Excellent communication and presentation skills. Excel and PowerPoint experience required. Client focused with a dedication to delivering high quality service. Detailed Oriented with strong analytical and problem-solving abilities. Possess the ability to complete tasks with minimal supervision and willingness to take initiatives. Must be able to partner, collaborate and work in a team environment. 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 EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Your Future Team At Wisehaupt Bray Asset Management, we pride ourselves on being your trusted advisor-the one you turn to with every important financial question, and the advisor who understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision. Whether you want to plan for the next phase in life, pursue your lifelong dreams or secure your family's future, we are here to support you along your path to success with guidance and genuine compassion, every step of the way. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals. What You'll Do Are you worried AI will impact the accounting field? Wisehaupt Bray Asset Management is looking for driven financial professionals to join our Wealth Advisory team. You will have experience in financial services, brokerage, banking, or a similar industry. This role offers a career path for advancement within the paraplanning role or progression to wealth advisor roles. The Paraplanner team supports Financial Advisors (FAs) in preparing for client meetings, coordinating tasks with the service team, and ensuring all necessary documentation and follow-ups are completed. Your role will involve use of financial planning software and multiple systems to equip the advisor team for client meetings. Prepare client meeting materials. Use financial planning software to support the advisor team. Input client data and support the financial advisor team with comprehensive financial plans. Manage performance reporting software and asset allocation programs. Communicate with advisors and service team. Create monthly reports and assist with data analysis. What You'll Bring Bachelor's degree in business, finance, financial planning, or a relevant field 3+ years of industry experience CPA designation is a plus Recent graduates in financial planning fields are encouraged to apply Takes initiative and prides themselves on precision and reliability Excellent at conveying ideas, both in writing and speaking Experienced with financial planning tools Work well with a team to achieve common goals What We Offer Coverage on the first day of employment for medical, dental, and vision insurance 401k matching plan HSA employer contributions Student loan assistance Pet insurance Our Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA). AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law. You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future. #LI-Onsite

Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. 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 EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Requirements Successful candidates will have the following: 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 At Dynasty our Diversity and Inclusion Mission is to actively encourage and support the inclusion and acceptance of diverse backgrounds, ideas, and beliefs by embracing our commonalities and respecting and appreciating the differences among us. We believe in promoting success for our employees and clients by providing all persons with opportunities and a voice to achieve their full potential as organizational goals are pursued. EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Salary: $26-$34/ Hour Hightower Industries is a 5 STAR local family owned roofing company with offices across Florida. We are launching a commercial service and maintenance division and we are looking for a professional and experienced roofing technician who can start off on their tools and who can easily transition into a supervisory position within a few months time. Job Responsibilities - Perform repairs and maintenance across diverse commercial roofing systems. - Estimate materials, time, and costs for roofing projects - Fabricate and install various components and structures according to specifications - Read and interpret schematics, blueprints, and technical drawings - Restore and repair damaged structures or surfaces - Lead and manage teams on site, upholding safety standards and company protocol - Install and repair roofs - Perform heavy lifting as required - Uphold safety standards and company protocols Experience - Minimum of 5 years of experience in a similar role - Proficient in reading and writing/bilingual highly favorable - Strong knowledge of roofing techniques and materials: TPO, Single Ply, BUR, Tile, Metal, - Ability to read and interpret schematics, blueprints, and technical drawings - Must be flexible and willing to work overtime as needed - Must be proficient with using CRM software, comfortable with job documentation using an IPAD - Ability to perform heavy lifting as required - Problem Solving and leadership skills Note: This job description is not intended to be all-inclusive. The employee may be required to perform other duties as assigned.