- Demonstrating expertise in various investment products available, assisting RIAs in product selection.
- Providing ongoing support and guidance to RIAs in portfolio construction and investment strategies.
- Conducting training sessions to improve RIAs' understanding and utilization of platform tools.
- Offering timely market analysis, firm investment outlook, and research to aid RIAs in decision-making.
- Establishing and nurturing strong relationships with RIAs through excellent service and support.
- Serving as a liaison between RIAs and the investment team to facilitate feedback and suggestions for platform enhancement.
- Supporting sales processes by offering detailed product information and investment strategy guidance.
- 3-7 years of experience in the financial sector.
- Bachelor's degree in finance, economics, or related field.
- Series 7 registration preferred but not mandatory.
- Interest in financial markets, alternative investments, and portfolio management.
- Proficiency in financial industry software and analytical tools.
- Excellent communication, presentation, and attention to detail.
- Client-focused with a dedication to high-quality service.
- Strong analytical and problem-solving skills.
- Ability to work collaboratively in a team environment.
- Health, dental, and vision insurance.
- 401(k) retirement plan with matching.
- Paid time off and flexible spending accounts.
- Disability and life insurance options.
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Investment Solutions Specialist - Saint Petersburg, United States - Dynasty Financial Partners, LLC
Description
Job Description
The Investment Solutions Specialist position at Dynasty Investment Solutions is crucial for the successful delivery of investment solutions and services to independent Registered Investment Advisors (RIAs) within the Dynasty network. If you are a knowledgeable and dynamic individual passionate about the financial industry, this role offers an opportunity to make a significant impact. Join us in supporting RIAs in selecting the most suitable investment products and enhancing their portfolio construction strategies.
What You'll Be Doing:
Qualifications:
Benefits:
About Dynasty Investment Solutions:
At Dynasty, we value Diversity and Inclusion, actively promoting a workplace that celebrates differences and provides opportunities for all individuals. Our commitment to Equal Employment Opportunity ensures that decisions are made based on qualifications and abilities, without discrimination based on race, color, sex, age, national origin, religion, disability, or veteran status.
