Marketing Summer Analyst

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. The Dynasty Marketing and PR platform provides a comprehensive marketing strategy for each phase of the RIA firm lifecycle. This includes but is not limited to creating the firm’s unique brand, to building a foundational digital presence across social media, strategically working with the media on newsworthy announcements and thought leadership and executing targeted campaigns to help high-performing advisory firms to effectively and efficiently grow their business and service clients. The Marketing and PR Team functions include short form writing, graphic design, client relations, content creation, content editing, and some project management.

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 middle and back-office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting, and Community. 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 5th – August 11th
• Exact responsibilities will vary based on departmental need
• 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 unit to which he/she is assigned
• Dynasty leverages internships 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

Successful candidates will have the following:

• Able to be adaptive and innovative in a rapidly changing environment
• Strong verbal and written communication skills - clients are in remote locations nationally, so excellent telephone, video, and email skills are essential
• Proven problem-solving skills
• Ability to quickly comprehend and analyze data
• Excellent working knowledge of Microsoft Office products, specifically Excel, Word and PowerPoint.
• Passion for digital marketing and new technology platforms?
• Strong interpersonal skills with internal team members, firm clients, and prospects
• Detail-oriented?
• Experience with organic and paid social, creating editorial calendars/content strategy, BI dashboards, content creation (written and visual), SEO/SEM, marketing automation, web analytics, etc.
• Great eye for design

Experience with the following platforms is a plus:

LinkedIn, LinkedIn Sales Navigator, Facebook, Twitter, Instagram, Canva, Sprout Social, Monday.com, Adobe Creative Suite, Salesforce, Unbounce

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.