About this role
Trading & Platform Analyst at Dynasty Financial Partners, LLC. Location: St. Petersburg, Florida, United States. Role: Train advisors, Resolve trades, Integrate platforms Requirements: 2–4 years in trading operations or wealth tech; rebalancer tools; TAMP structures; strong analytics; Excel; effective communicator. Category: Finance and Accounting Seniority: Mid Level Tools: Rebalancer tools, Vestmark, Envestnet, iRebal, API integrations, CSV, XML Commitment: Full Time Workplace: Onsite Languages: English