Dynasty Financial Partners Jobs

The Dynasty Investment Team is responsible for the delivery and servicing of the investment platform to the Dynasty network of advisors, which includes Outsourced CIO services, portfolio management, research, due diligence, portfolio consulting support, market commentary, capital market transactions, and more. The incumbent will be integral to the investment management arm of the business. RESPONSIBILITIES: · Contribute to research and portfolio management of Dynasty's Outsourced CIO portfolios and proprietary models · Conduct due diligence on investment strategies that may be used by the Investment Team across the portfolios it manages · Strong understanding of the Capital Markets and be able to use this knowledge to inform investment decisions · Construct portfolios and perform portfolio analysis and attribution on model portfolios · Serve as the primary point of contact for clients, providing timely updates, insights, and solutions to address their investment needs · Driving platform utilization amongst Network Advisors across multiple product sets including SMA, Alternative Investments, and Capital Markets · Handling inbound investment related requests from Dynasty's network of Advisors · Assisting in the investment transition process for new firms joining the network with a focus on platform utilization · Leading and supporting team analysis on a variety of investment research, asset allocation, and capital markets issues · Performing portfolio/asset allocation reviews and running manager comparisons to support network firms in prospecting new business · Analyzing new investment strategies and approaches Requirements QUALIFICATIONS: · CFA Charterholder or progress toward CFA Charter preferred. Achievement of or progress toward MBA, CIMA , or CAIA designations a plus, but not required. · 5 to 7 years of relevant experience managing global asset allocation portfolios for a wide range of clients. · Understanding of portfolio management, portfolio analysis, and attribution · Solid understanding of financial markets, investment products, and capital markets · Strong communication and interpersonal service skills · Excellent writing, presentation, and organizational skills · Excel and PowerPoint experience required · Experience with financial industry software and analytical tools, such as YCharts, Morningstar Direct, Zephyr, or Bloomberg is preferred · Detail oriented and thorough in completing projects/tasks · Intellectual curiosity and critical thinking skills · Must have initiative and ability to complete tasks with minimal supervision · Interest in working in a team environment with a willingness to pitch in where needed 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.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. We have various schedules ranging from 8:00am EST to 8:00pm EST with two days off. These roles include a shift differential of 15% for hours worked after 6:00pm EST and any hours worked on Saturday or Sunday. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As part of our licensing training program, you are required to obtain a property and casualty license for your state of residency by your third week of employment. We provide all study materials and pay for up to 3 licensing exam attempts. During your first 90 days, we will also provide you with resources to acquire additional state licenses to better serve our members. We are currently seeking dedicated professionals to work in both Tampa Offices New Tampa: 17200 Commerce Park Blvd and Brandon: 9527 Delaney Creek Blvd for future insurance sales and customer service opportunities in 2025. As an Insurance Customer Service Representative, you'll work within defined guidelines to provide customer service, sales, and retention activities for multiple USAA Property & Casualty personal line products. You will assist members with new and existing USAA policies to deepen their relationship with the company. Representatives interact with our members across multiple contact channels to provide members adequate coverage and advice to help ensure their financial security. What you'll do: Facilitate the Property & Casualty member experience by handling inbound and outbound phone calls, emails, or other contacts from members. Apply developing knowledge of personal lines' insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, evaluate and understand member needs to consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing member transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Maintain required Property & Casualty license and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Ability to provide exceptional customer service for our members by communicating clearly and professionally by phone, and email to process information related to insurance products Ability to prioritize and multi-task, while navigating through multiple business applications Ability to apply knowledge and understanding of insurance regulatory and compliance requirements Acquire Property & Casualty licenses and state registrations within 90 days of hire depends on location of hiring What sets you apart: 1 year of customer contact experience in a needs-based sales environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone, e-mail, and/or face to face US military experience through military service or a military spouse/domestic partner Salary: The hiring range for this position is: $45,010 - $46,010. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. By applying, you consent to your information being transmitted by HourlyJobsNearMe to the Employer, as data controller, through the Employer's data processor SonicJobs. See USAA Privacy Policy at ***************************** and SonicJobs Privacy Policy at ******************************************* and Terms of Use at *********************************************

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

As a Systematic Trader, you'll join our global team of experts responsible for managing the day-to-day trading of our quantitative systematic trading strategies. You will make real-time decisions to manage risk, respond to changing market conditions, react to patterns observed in trading behaviors, and act on the broad set of alerts generated by our leading monitoring platform. You will partner with the firm's strategy developers and technologists to deliver a best-in-class trading platform that directly unlocks business opportunities and improves the robustness of our businesses. We're looking for extraordinary traders who are committed to our core values: winning, acting with integrity, continuously learning, and cultivating a meritocracy. Opportunities may be available from time to time in any location in which the business is based for suitable candidates. If you are interested in a career with Citadel, please share your details and we will contact you if there is a vacancy available. Objectives Manage the daily operation of our systematic trading platform, partnering with developers, researchers, and technology teams Develop a deep understanding of market microstructure, products, regulations, and our trading platform to facilitate business growth (new regions/venues/products, defining new technology requirements, and deployment of new strategies) Design and drive the continual improvement of our world-class trading platform Monitor markets and strategy performance metrics identifying trends that inform actions Understand and navigate macro event risks by constructing and executing trading playbooks Own risk management protections and have authority over trading activities Skills and Preferred Qualifications Bachelor's degree in STEM, Finance, Economics, or Business program from a top institution Excellent problem-solving and strategic decision-making ability; able to keep the big picture in mind, making informed and defensible decisions in a fast-paced trading environment Prior experience in electronic trading Detail-oriented and excellent written and oral communication skills Demonstrated self-starter, with the drive and can-do attitude to learn new things and push through change to deliver results Skill assets: proficiency in Python/similar backend technologies and SQL About Citadel Securities Citadel Securities is the next-generation capital markets firm and a leading global market maker. We provide institutional and retail investors with the liquidity they need to trade a broad array of equity and fixed income products in any market condition. The brightest minds in finance, science and technology use powerful, advanced analytics to solve the market's most critical challenges, turning big ideas into real-world outcomes.

GLC On-The-Go is seeking a travel Physical Therapist for a travel job in Palatka, Florida. Job Description & Requirements Specialty: Physical Therapist Discipline: Therapy Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel GLC On-The-Go Job ID #30736294. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Physical Therapist:Rehabilitation,06:00:00-14:00:00 About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible

Senior Wireless Network Engineer ) Job Type: Contract Industry: Entertainment & Hospitality About the Role: We are seeking three Senior Wireless Network Engineers to support a high-profile wireless network deployment within the entertainment industry. This project has executive-level visibility and requires top-tier technical expertise in wireless security, multicast networks, and technical project leadership. Key Responsibilities: Design, configure, and optimize wireless network infrastructure in a highly dynamic and high-traffic environment. Ensure wireless security best practices are implemented, addressing authentication, encryption, and threat mitigation. Support and troubleshoot multicast networks and protocols to optimize performance across wireless environments. Act as a technical project lead, collaborating with internal stakeholders to define wireless network requirements and operational strategies. Conduct wireless site surveys, performance tuning, and security assessments. Work closely with cross-functional teams to ensure seamless network integration and alignment with business needs. Required Skills & Experience: 5+ years of hands-on experience in wireless network design, security, and optimization. Expertise in wireless security protocols, including 802.1X, WPA2/WPA3, and network segmentation. Strong understanding of multicast networks, IGMP, and PIM protocols in wireless environments. Experience working in large-scale, high-density environments (e.g., theme parks, stadiums, entertainment venues). Cisco wireless solutions experience, including controllers, APs, and troubleshooting tools. Strong project leadership experience in managing wireless network operations and deployments. Relevant industry certifications (e.g., CCNP Wireless, CWNA, CWSP) preferred.

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Launch innovations in nearly every commercial and defense aircraft platform As a Senior Advanced EMC Design Electrical Engineer here at Honeywell, you will play a critical role in ensuring the electromagnetic compatibility (EMC) of our products. You will be responsible for designing and implementing EMC solutions to meet regulatory requirements and customer specifications. In this role, you will collaborate with cross-functional teams to develop and execute EMC Control Plans, EMC filter design including lightning and HIRF (High Intensity Radio Frequency) protection, perform RF related circuit analysis, evaluate mechanical and electrical designs for EMC Design best practices, and provide technical expertise to resolve EMC issues. You will report directly to our Engineering Manager, and you will work out of our Clearwater FL Minneapolis MN, Phoenix AZ, Norcross GA or Olathe KS locations. This role is eligible for hybrid work mode, except for the first 90 days. In this role, you will have a significant impact on the success of our product development and compliance efforts. You will be responsible for ensuring that our products meet demanding EMC standards, minimizing the risk of electromagnetic radiation and susceptibility, and ensuring the reliable operation of our products in an all-inclusive EMC/EMI/lightning environment including those described in MIL-STD-461 and DO-160. At Honeywell, our people leaders play a critical role in developing and supporting our employees to help them perform at their best to drive change across the company. Help us build a strong, diverse team by recruiting the right talent, identifying and developing successors, driving retention and engagement, and fostering an inclusive culture. The position will be based at Clearwater FL, Minneapolis MN, Phoenix AZ, Norcross GA or Olathe KS facilities. *** Relocation available *** Key Responsibilities Design and implement new EMC solutions for products to meet regulatory requirements and customer specifications. Collaborate with world class cross-functional teams to develop and execute EMC design plans and EMC Design best practices in all aspects of the product design (mechanical, printed board assembly layout and routing, interconnect, signal integrity) Perform EMC analysis to aid the electrical and mechanical designers to meet or exceed the EMC requirements and resolve issues as needed. Provide technical expertise and guidance to validate the need for specific EMC-related regulatory requirements. Meet or exceed compliance with EMC standards and regulations for our customers. Drive continuous improvement initiatives to enhance EMC design processes and efficiency. BENEFITS OF WORKING FOR HONEYWELL In addition to a performance-driven salary, cutting-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits At a Glance | Honeywell Benefits The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. U.S. CITIZENSHIP REQUIREMENT Must be a US Citizen due to contractual requirements. YOU MUST HAVE Bachelor's degree from an accredited institution in a technical discipline such as science, technology, engineering, mathematics Minimum of 5 years of electrical design experience with a focus on EMC compliance Proficiency in EMC analysis related to EMI/EMC/lightning filtering and design at the circuit and PBA level. Experience in EMC simulation and modeling tools (examples include use of LTSpice, Mathcad, EMA3D, etc.) WE VALUE Master's degree in Electrical Engineering or a related field. Experience with EMC design in aerospace or defense industries. Knowledge of DO-160 and MIL-STD-461 design and compliance documents Strong analytical and problem-solving skills. Basic understanding but not necessarily mastery, of power supply, analog, digital, data bus, and RF circuits Knowledge of Boeing and Airbus internal EMC test requirements Strong knowledge of EMC standards and regulations. Excellent problem-solving and decision-making abilities. Effective communication and interpersonal skills. Strong understanding of electromagnetic theory and principles Self-starter with ability to be self-directed and drive projects to conclusion from start to finish for the EMC Design function Ability to effectively mentor junior engineers for EMC Design ABOUT HONEYWELL Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical demands around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company dedicated to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, care or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. Additional Information JOB ID: req482479 Category: Engineering Location: 13350 US Hwy 19 N,Clearwater,Florida,33764,United States Exempt Must be a US Citizen due to contractual requirements. Engineering (GLOBAL) Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

GLC On-The-Go is seeking a travel Speech Language Pathologist for a travel job in Sarasota, Florida. Job Description & Requirements Specialty: Speech Language Pathologist Discipline: Therapy Duration: 12 weeks 36 hours per week Shift: 12 hours, days Employment Type: Travel GLC On-The-Go Job ID #30789986. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Speech Language Pathologist:Rehab,07:00:00-19:00:00 About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible

We are seeking a motivated, self-starting individual to join our firm as an Associate, Advisory Billing Platform Operations. You will actively engage with sophisticated independent financial advisor clients, collaborate across the business with members of the Dynasty team, and partner with external resource partners and agencies. This role will report directly to the SVP, Head of Account Management & Advisory Billing, and is an in-office position in downtown St. Petersburg, Florida. The Dynasty Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP). This role is integral to executing the various duties conducted through the department, including client account setup on the Investment Management Account platform, performing tasks as part of the transition operations onboarding process, providing excellent client service related to client accounts, and processing advisor and manager fee billing. This position must work effectively with internal members of the Dynasty team and engage management, independent financial advisors, and technology resource partners. RESPONSIBILITIES: Carries out the required processes involving the TAMP billing platform, including maintenance, reconciliation, client interaction, and employing the fee debiting methods with various custodians. Work directly with Dynasty team members and our clients as subject matter expert to ensure the delivery of Operational advisory fee billing activity. Participate and drive expectations in root cause analysis to correct and/or prevent deviations in processes and workflows. Recommend and implement changes to avoid future occurrences Communicate with custodians, resource partners, and Dynasty home office departments to support TAMP functionality and integration between various platform aspects. Monitors accounts and activities on the platform for professionally managed and advisor-managed programs. Assists in compiling and analyzing data on a monthly/quarterly basis in accordance with billing and service practices. Supports tasks related to advisor onboarding and internal conversions to the reporting and investments platforms. Participates in special projects and cross-trains on other departmental functions. Acts as backup to support while team members are away from the office. Other duties as assigned. Requirements QUALIFICATIONS Finance: Bachelor's degree in finance, accounting, computer science, data analytics, or a 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 is 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. PROFESSIONAL DEVELOPMENT: 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

The role of Technology QA Lead will play a pivotal role in ensuring the accuracy, completeness, and stability of Dynasty Financial Partner's internally developed products and services. You will collaborate closely with engineers, QA teams, and product managers to create and maintain QA processes, as well as execute said processes as part of the Software Development Life Cycle (SDLC). RESPONSIBILITIES: Test Data Management: Develop and maintain production-like test data sets for use in QA environments, ensuring coverage of all critical scenarios. Data Verification and Validation: Verify the accuracy, consistency, and completeness of Production data through functional, integration, regression, and performance testing. Collaboration: Work closely with engineers, QA teams, and product managers to understand testing requirements and ensure data availability and functionality aligns with test plans. Environment Setup: Support the setup and configuration of test environments for UAT and Production QA processes. Production Support and Bug Investigation: Work Closely with the Product and Service team to investigate reported bugs and issues, to identify impact and prioritize break fixes. Process Improvement: Identify inefficiencies in processes and recommend or implement improvements to enhance QA capabilities and remediate identification and fix timelines. Strategy and Roadmap: Absorb and understand the strategic development roadmap to proactively identify potential conflicts in Features, Data Readiness, and user experience complexities. Requirements 3+ years of experience in QA engineering, data quality, or a related role. Technical Skills: Proficiency in SQL for querying and managing large datasets. Experience with data generation, manipulation, and validation tools. Familiarity with test data management in cloud-based environments (e.g., AWS, Azure, GCP). Testing Knowledge: Understanding of QA processes, functional and regression testing, and test automation frameworks. Problem-Solving Skills: Strong analytical mindset to identify gaps and ensure data availability for all testing scenarios. Collaboration: Proven ability to work collaboratively with cross-functional teams. Attention to Detail: A meticulous approach to ensuring data accuracy and completeness. Business Knowledge: Experience in the wealth management and Independent Advisory space preferred. Process Improvement Expertise: Experience mapping complex business processes and identifying opportunities for improved QA processes. Collaboration and Relationship Building: Strong collaboration skills within cross-functional teams and the ability to establish effective relationships. Clear Communication: Excellent communication skills, adept at conveying information engagingly to diverse audiences. Proven Experience Proven QA Track Record: Proven track record of large-scale technology QA, project management, and Software Development Life Cycle experience. Proven Financial Service Technology: Proven track within financial services technology industry. Proven experience with business-critical applications preferred. RIA specific technology experience 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.

This role is based in Dynasty's Headquarters in St. Petersburg, FL. Dynasty Financial Partners is a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management. Our mission is 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. Dynasty offers integrated and differentiated solutions and services ranging from transition support, experience and community, technology and CRM, finance, investments and operations, marketing, compliance, practice management, M&A, and capital strategies. Dynasty has established offices in St. Petersburg (Headquarters), New York City, and Chicago. JOB OVERVIEW: This role is based in Dynasty's Headquarters in St. Petersburg, FL. The Dynasty Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP). The Asset Management Operations Assistant Vice President (AVP) will report directly to the Head of Advisor and Manager Trading and is integral to executing the various duties conducted through the department to include: facilitate trade related requests and inquiries from clients, third party managers, custodians and resource partners; execute on client account and manager set up on the Investment Platform; perform tasks as part of the trading operations onboarding process like conducting live and prerecorded training sessions for new advisors; provide excellent client service and support related to all aspects of the operations investments and trading platform. This position must work effectively with internal members of the Dynasty team to include engaging management, independent financial advisors, and resource partners. PRIMARY FUNCTION: The roles primary functions within the Operations team include, but are not limited to, performing specific functions associated with the submission and execution of trade instructions provided by advisors and managers, assist with the set up and ongoing client account program selection on the TAMP, and participating in the duties related to the onboarding of new advisory firms and their clients. The Role will include working with 3rd party investment managers and interacting with their platform and conducting the needed workflows to enroll and service client accounts. The role will also include developing relationships with the various investment managers and service partners to foster a positive working relationship and identify opportunities for efficiencies. The role will include participation in creating and developing new workflows and procedures as needed. The role will also include working with the Managed Accounts team relating to the remediation, reconciliation and reporting around trade errors that are booked by Dynasty on behalf of our clients. RESPONSIBILITIES: Carry out the required processes involving the TAMP platform, including order request management, reconciliation with TAMP technology and the custodian, client interaction, and facilitate procedures with various custodians. Communicates with custodians, Resource Partners and Dynasty home office departments to support TAMP functionality and integration between various aspects of the platform. Assist in the ongoing set up and monitoring of accounts and activities on platform for both professionally managed and advisor managed programs. Help to identify opportunities for efficiencies in processes and may lead actions toward recommended improvements. Frequently participates in root cause analysis to correct and/or prevent deviations in processes and workflows. Supports tasks related to advisor onboarding and internal conversions to the trading and investments platforms. Participate in special projects and cross-trains on other departmental functions. Acts as backup support while team members are away from the office. Work with the Dynasty Manager Service Team as a liaison between our advisors and the 3rd Party Managers Interface with various 3rd party manager web-based platforms for acct enrollment and account servicing. Provide Support for the Manager Service team during transitions and ensure accounts are appropriately enrolled and serviced within our SLA, including working with custodians to complete bulk tasks. Work with 3rd Party managers to resolve any client acct issues and custodian restrictions and trouble shoot technical issues relating to accounts. Work with the manager and the Dynasty Managed Accounts team relating to any trade errors that may arise and provide relevant data, analysis and reconciliation as needed. Other duties as assigned. Requirements QUALIFICATIONS: · Bachelor's degree in Business, Finance, or another relevant field. · Minimum 3-5 years of experience in a trading position or equivalent. · Prior experience with Wealth Management Software (Addepar, Black Diamond, Envestnet, Folio, Vestmark, 55ip etc.) preferred. · Ability to analyze information and make recommendations. · Proven communication skills (both oral and written). · Strong attention to detail to ensure quality standards are met without impairing workflow. · Must be able to partner, collaborate and work in a team environment. · Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines. · FINRA Series 7, 63, 65 and/or 66 preferred but not required. · Provide a high level of customer service in a calm, courteous and professional manner. 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.

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

As a Senior Product Manager, you will focus on Dynasty's Advisor-facing Investment technology, playing a crucial role in developing and launching new investment services through the Dynasty Desktop. You will closely collaborate with our Investments team and act as a key liaison between them and our Engineering team. You will be responsible for advancing key roadmap items from conception, through requirements gathering and design, prioritization, and development, ultimately leading to the launch of new features and services for Dynasty's network of Independent RIAs. RESPONSIBILITIES: Product Strategy: Map existing business/system process and recommend improvements. Facilitate conversations with Leadership and SMEs to shape future state through a defined roadmap and requirements Define Project Scope and Objectives: Collaborate with teams using a deep understanding of Investments, systems, and industry requirements to define project scope, including phasing Create Comprehensive Business Requirements: Detail functional (e.g., business processes, rules, screen flow) and non-functional (e.g., data, security, performance) capabilities Project Management: Develop and maintain project schedules, prioritize tasks, and collaborate across business units for seamless execution. Hold stakeholders accountable to deliverables based on agreed to timelines, provide ongoing reporting of results and key milestones achieved - escalate progress to management sponsors as on track, roadblocks to solve, or at risk Liaison Between Client and Technical Units: Act as a bridge between client business units and technical teams, analyzing needs and representing users in technology solution development Product Vision: Drive unified vision for application strategy and development roadmap to align with business objectives Requirements Education: Bachelor's degree in Computer Science, MIS, Investments or a related field Experience: 5+ years of experience in Financial Services. Lean Six Sigma or related certification is a plus. Technical Proficiency: Proficient in the SDLC, development methodologies, product management, requirements writing, issue tracking, and change management Business Knowledge: Experience with a wide range of Investment Products including but not limited to Mutual Funds, ETFs, Bonds, Separately Managed Accounts, and Alternatives. In Depth Trading Platform experience/knowledge with a deep understanding of technology and how it integrates with other platforms Analytical Skills: Ability to facilitate thorough information-gathering sessions as well as independent study to resolve complex challenges Process Improvement Expertise: Experience mapping complex business processes and identifying opportunities for improvement, both operationally and in terms of system design, with proven track record of improved outcome Collaboration and Relationship Building: Strong collaboration skills within cross-functional teams and the ability to establish effective relationships Effective Decision-making: Skillful approach in selecting actions consistent with available facts, constraints, and probable consequences Clear Communication: Excellent communication skills, adept at conveying information engagingly to diverse audiences Proven Experience Proven Development Track Record: Proven track record of large-scale technology development, project management and implementation Proven Financial Service Technology: Proven track within financial services technology industry. Proven experience with business-critical applications within portfolio management, billing and custody preferred. RIA specific technology experience 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.

GLC On-The-Go is seeking a travel Occupational Therapist for a travel job in Columbus, Georgia. Job Description & Requirements Specialty: Occupational Therapist Discipline: Therapy Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel GLC On-The-Go Job ID #30843066. Pay package is based on 8 hour shifts and 40.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Occupational Therapist:Unknown,06:00:00-14:00:00 About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible

Who We Are: Dynasty Financial Partners, a leading business services and technology provider in the wealth management industry for independent financial advisors, is looking for a Sr. Associate, Events & Marketing Manager, to join the Marketing & Community Events team. Headquartered in St. Petersburg, FL, our mission is to help our Network of independent financial advisors achieve their entrepreneurial dream of building a more successful business defined by their ability to deliver high-quality, customized financial advice to their clients. The Marketing & Community Events team connects advisors through exclusive high-end experiential events, education events, peer-to-peer networking opportunities, and shared relationship building experiences. Our goal is to promote collaboration, strategic alliances and help our clients grow their businesses. We are proud to run and maintain an industry-leading event calendar that includes multi-day summits, conferences, ski trips, golf outings, hospitality events, education events and more. Responsibilities: This position will report directly to the SVP, Head of Community and Events, and is integral to supporting the Dynasty Community team and the overall growth and success of the Dynasty Network and brand. As a Sr. Associate, the candidate will be required to work effectively with internal members of the Dynasty team, external resource providers, and Financial Advisors across the Dynasty Network. The role requires an individual with previous event or experiential marketing experience (brand or agency side) and to be familiar with general marketing concepts, processes, and management of marketing programs. The role will touch on all aspects of Marketing, including; event strategy & management, brand management, and digital marketing as well as other channels. This is a great opportunity to gain exposure to Dynasty's leadership while gaining experience in a wide-variety of Dynasty-branded and external events while working with cross-functional teams. The Candidate should have strong organizational, verbal, and written communication skills, a passion for technology/data, and pride of ownership for their work. Attention to detail is a must. • Help develop creative and exciting events and experiences by providing research, budget analysis and brainstorming creative concepts • Own and maintain conference/events calendar, and track against budget , KPIs and goals • Possess the ability to manage and run an event from conception to reconciliation • Attendee management for events from 25 -1000+ people • Facilitate logistics for all conferences/events, including attendee lists, booth needs, swag, presentation materials, etc. • Communicate with internal attendees before, during, and after each event. Ensure external attendees receive necessary information about the conference/event in advance and any prep materials, along with supporting post-event materials and needs • Help conduct post-event surveys and debriefs with internal team • Work closely with SVP of Community to troubleshoot and handle any issues that arise on the event/conference day(s) • Help maintain swag inventory, brainstorm new ideas, keep track of needs, and track against budget and inventory • Research and help select venues for smaller, intimate dinners and dinner events, and execute on-site • Coordinate with event sponsors on contractual agreements, deliverables and event updates • As needed, attend conferences/events in person and support team on site Requirements Successful Candidates will have the following: Bachelor's degree 2-5 years' minimum of marketing experience on brand or agency side - experience in the financial services industry not required Detail oriented with strong organizational and time management skills. Client Focus - recognize and respond to needs of Dynasty clients Teamwork and Collaboration - A team player who interacts with people effectively Passion for marketing events and new technology platforms Strong interpersonal skills with internal team members and firm clients. Strong verbal & written communication skills - clients are in remote locations nationally, so excellent telephone, video & e-mail skills are essential. Proven problem solving skills, along with an ability to quickly comprehend and analyze data. Team-spirited attitude - our clients view us as a cohesive group; information sharing and a willingness to seek out and develop new skills / knowledge from within the group are key attributes. MS Word, PPT and Excel required, Adobe Creative Suite and/or other creative tools a plus Visit our website for more information: ******************************** 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.

Calling all financial professionals who hold a CFA Level 1 or above and are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Take advantage of our well-defined promotion opportunities where qualified leads are provided and there is no cold calling. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: You will be supported by a dedicated team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and resources to experience success. This is an in-office job located in Plano, TX. The Day-to-Day: Be the voice of Fisher Investments to prospective Canadian clients Review prospects' personal financial situation and provide solutions Help qualified Canadian private investors become clients of Fisher Investments Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management No travel required as this position is focused on phone-based sales or virtual connections Your Qualifications: 2+ years experience working in financial services CFA (at least Level 1 passed) and 24 months portfolio management experience within the last 5 years Bachelor's degree Multi-year track record of success Success persuading and educating prospects Compensation: This role offers uncapped performance-based compensation Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

GLC On-The-Go is seeking a travel Speech Language Pathologist for a travel job in Perry, Florida. Job Description & Requirements Specialty: Speech Language Pathologist Discipline: Therapy 36 hours per week Shift: 12 hours, rotating Employment Type: Travel GLC On-The-Go Job ID #30866386. Pay package is based on 12 hour shifts and 36.0 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: Speech Language Pathologist:Rehab,15:00:00-03:00:00 About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible

Headquartered in St. Petersburg, Florida, the Dynasty Financial Partners team powers the back and middle office of independent financial advisors within the wealth management industry. Summer Analysts will be assigned to support one or two of Dynasty's business units: Transitions, Relationship Management, Talent/HR, Legal/Compliance, Marketing/PR, Operations, Investments, Technology or Finance. Dynasty Financial Partners works exclusively with a select group of truly independent RIAs to help them better serve their clients and grow their business and enterprise value. We are a premier WealthTech platform for independent financial advisors giving them the freedom, flexibility, and control to better serve their clients. We enhance our Network firms' enterprise value and accelerate growth through our proprietary core service model that provides complete middle and back-office support. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business as well as M&A support to firms looking to grow inorganically or to plan for succession. Dynasty Summer Analyst Program Duration of program: June 2nd - August 8th Exact responsibilities will vary based on business unit assignment Business unit assignments will be based on a combination of interview feedback, business needs, and the individual candidate skills/interests Summer Analysts will report to the Chief of Staff, as well as the head of the business units to which he/she is assigned Dynasty leverages the program as an opportunity to identify new talent - based on individual candidate performance and Dynasty's overall hiring needs, full-time offers (for post-graduation employment) may be extended upon successful completion of the Summer Analyst Program. Participation in this summer analyst program does not imply or guarantee continued employment after completion of the program. 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.