About this role
Asset Management Operations Specialist at Dynasty Financial Partners, LLC. Location: St Petersburg, Florida, United States. Role: processing trades, managing accounts, onboarding advisors Requirements: Bachelor's in Business/Finance required, 3+ years trading experience, familiarity with wealth management software (Addepar, Black Diamond, Envestnet, Folio, Vestmark, 55ip), strong communication, analysis, and attention to detail; FINRA series preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Addepar, Black Diamond, Envestnet, Folio, Vestmark, 55ip, TAMP Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English