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Dynasty Financial Jobs (NOW HIRING)

Dynasty Financial Partners

BI Engineer

Saint Petersburg, FL · On-site

$48.25 - $62.75/hr

Job Overview Dynasty Financial Partners is building a leading wealth technology platform. We are looking for a BI Engineer to own the delivery of Dynasty Analytics products. You will work hands-on ...

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Dynasty Financial information

What is Dynasty Financial?

Dynasty Financial Partners is a wealth management platform that provides independent financial advisors with resources, technology, and support to help them run their own practices. They offer services such as investment research, technology solutions, compliance support, and access to capital. Dynasty enables financial advisors to deliver personalized wealth management services to their clients while maintaining their independence from large financial institutions.

What does collaboration typically look like for a financial advisor at Dynasty Financial Partners?

At Dynasty Financial Partners, Financial Advisors often work closely with a variety of professionals, including investment analysts, client service associates, and technology specialists. Team-based collaboration is key for developing tailored financial strategies, ensuring compliance, and delivering exceptional client service. Regular meetings and open communication channels help foster a supportive environment, allowing advisors to leverage the firm's robust platform, share best practices, and focus on building strong, long-term client relationships.

What are the key skills and qualifications needed to thrive as a financial advisor at Dynasty Financial Partners, and why are they important?

To thrive as a Financial Advisor at Dynasty Financial Partners, you need strong analytical abilities, financial planning expertise, and relevant certifications such as a CFP or Series 65 license. Familiarity with portfolio management platforms, CRM systems, and financial planning software is typically required. Exceptional interpersonal skills, trustworthiness, and proactive communication set top performers apart in this role. These skills are crucial for building client relationships, delivering tailored advice, and ensuring compliance in a competitive financial services environment.

What is the difference between Dynasty Financial vs Financial Advisor?

AspectDynasty FinancialFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, CFA, Series 7/66
Work EnvironmentFinancial firms, offices, client meetingsFinancial firms, independent, client meetings
Industry UsageYesYes

Both Dynasty Financial and Financial Advisors typically hold similar certifications like CFP and Series 7/66. They work in similar environments such as financial firms and meet clients to provide financial planning and investment advice. The main difference lies in their specific company branding and operational models, but their roles and credentials overlap significantly.

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Dynasty Financial jobs near you
Infographic showing various Dynasty Financial job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution.

BI Engineer

Dynasty Financial Partners

Saint Petersburg, FL • On-site

$48.25 - $62.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Job Overview
Dynasty Financial Partners is building a leading wealth technology platform. We are looking for a BI Engineer to own the delivery of Dynasty Analytics products. You will work hands-on with a state-of-the-art data lake platform and partner closely with our data engineers and Product team. A core part of the job is understanding the questions the business is trying to answer with data, then turning our platform data into deep, reliable analytics the platform can be built on.
What You Will Do
  • Own the analytics product from an engineering perspective and be accountable for its delivery.
  • Work hands-on with our data lake platform to model and shape data into clean, reliable, reusable datasets, and to power deep analytics.
  • Build Power BI data products (data model, DAX, and performant reports) that Product and the business rely on.
  • Partner closely with data engineers and the Product team to understand the questions they need answered and deliver the analytics behind them.
  • Turn one-off requests into repeatable, production-quality data products that improve accuracy, efficiency, and self-service.
  • Collaborate with the team to build the analytics platform of the future, assessing and bringing in new tools as the platform evolves.

Requirements
What You Bring
  • 3+ years of experience in a similar analytics, business intelligence, or analytics engineering role.
  • Expert-level Power BI skills. You can build a full data model, write clean DAX, and design reports that are fast, accurate, and genuinely useful, not just charts on a page.
  • Excellent communication skills, and the ability to understand what answers the Product team and the business are trying to get out of the data.
  • Hands-on knowledge of data lake technology and how to work with data at scale.
  • Strength in deep analytics, not just reporting.
  • A fast learner who picks up new tools and platforms quickly and enjoys doing so.
  • Ability to own and deliver several analytics workstreams at once, on time.
  • A self-starter and team player who uses data to think creatively about business problems.
  • Relevant BA/BS degree, or equivalent hands-on experience.
  • Familiarity with AI tools such as ChatGPT, Claude, or Copilot.

Nice to Have
  • Experience with Databricks.
  • Knowledge of the wealth management or broader financial services industry.
  • Experience with Python or other scripting for data work.

What Success Looks Like in Year One
  • Own the analytics product end to end and be accountable for its delivery.
  • Ship production-quality Power BI and data-lake-backed analytics that Product and the business rely on day to day.
  • Partner with data engineering and Product to shape and deliver the analytics roadmap.

Why Dynasty
You will join a small, high-impact team at the center of Dynasty's data strategy, owning a product that matters and helping build the analytics platform of the future. You will learn and apply agile practices that support fast, high-quality delivery, and you will do it alongside smart, collaborative people in a positive environment. We believe that when good people work well together, they build something special.
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.

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