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Dynasty Financial Jobs (NOW HIRING)

Wintrust

SVP, Chief Fiduciary Officer

Chicago, IL · On-site

Wintrust Wealth Management serves the financial needs of private clients, including high net worth ... Administer and oversee a portfolio of high-complexity trusts, including Irrevocable Trusts, Dynasty ...

Dynasty Solar

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Solar Department Manager

Murrieta, CA · On-site

$35 - $40/hr

Utilize spreadsheets CRM, financing portals, and project management tools (e.g., Enerflo, and Company Cam to track project milestones, manage budgets, and streamline communication. * Technical ...

CC Industries

Tax Manager, Trusts & Individuals

Chicago, IL · On-site

$114K - $150K/yr

We are a private enterprise with more than a 100-year legacy and track record of financial success ... trusts, dynasty or sprinkler trusts, and charitable trusts). * Experience working with varied ...

Wintrust

SVP, Chief Fiduciary Officer

Chicago, IL

Wintrust Wealth Management serves the financial needs of private clients, including high net worth ... Administer and oversee a portfolio of high-complexity trusts, including Irrevocable Trusts, Dynasty ...

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Dynasty Financial information

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.

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 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 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.
More about Dynasty Financial jobs
What job categories do people searching Dynasty Financial jobs look for? The top searched job categories for Dynasty Financial jobs are:
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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution.

Private Client Services Associate Attorney

RRC Solutions Group

Palm Beach Gardens, FL • On-site

$195K - $275K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Private Client & Wealth Management | Trusts & Estates Associate Attorney

Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration

Location: Palm Beach Gardens, FL

Salary: $195,000 to $275,000 Base Salary (commensurate with experience and seniority; includes comprehensive medical, dental, vision, 401(k), paid time off, and discretionary annual performance bonuses)

Schedule: Full-time, Direct-Hire, Minimum 1,850 annual billable hours requirement

The Firm:

Our client is a top regional law firm celebrated for being one of the most prolific Estate Planning firms in the state with a Private Clients Group that is Chambers-ranked as Tier 1 in the Private Wealth Law practice group nationally. Recognized across national legal directories for providing bespoke wealth structuring to ultra-high-net-worth individuals, multigenerational family offices, closely held enterprise owners, and philanthropic institutions, the firm combines sophisticated mega-firm capabilities with a boutique, client-centric culture.

Distinguished by an atmosphere that prioritizes professional collegiality, direct client engagement, and tailored mentorship, the firm offers associates an fallout-free platform to manage high-stakes estate planning and estate administration matters. Attorneys within this practice group regularly collaborate with financial advisors, family offices, and charitable entities to architect enduring wealth preservation strategies. This platform provides an exceptional environment for an ambitious trusts and estates attorney seeking long-term growth and immediate client-facing autonomy.

Duties

The incoming Trusts & Estates Associate will play a pivotal role in advising private clients, family leadership, and institutional fiduciaries throughout the entire lifecycle of wealth planning and estate administration.

Core responsibilities include:

  • Architecting and executing comprehensive estate plans, asset protection strategies, and wealth transfer vehicles for high-net-worth individuals, family offices, and business owners.
  • Drafting sophisticated estate planning documentation, including revocable and irrevocable trusts, dynasty trusts, generation-skipping transfer tax planning structures, and charitable entities.
  • Directing complex estate and trust administration processes, including probate proceedings, fiduciary accounting, asset valuations, and federal estate and gift tax returns.
  • Serving as a primary legal advisor to private clients, family office principals, closely held business leaders, and philanthropic foundation representatives.
  • Advising business owners on corporate succession planning, governance considerations, and tax-efficient ownership transfer strategies.
Qualifications

Candidates must demonstrate exceptional academic credentials and substantive experience in wealth planning and estate administration within an established law firm environment.

Juris Doctor (J.D.) from an ABA-accredited law school with an outstanding academic record.

Active Bar Membership in good standing with the State Bar of Florida.

Three (3) to Five (5) years of substantive experience in estate planning, trust drafting, and estate administration.

Demonstrated technical mastery of estate and gift tax analysis, contractual drafting, and client communication.

Superior interpersonal capabilities with a collaborative, detail-oriented, and self-motivated work ethic.

Skills

The following credentials and specialized experience will significantly enhance a candidate's application:

Master of Laws (LL.M.) in Taxation or Estate Planning from an accredited law school.

Experience advising family offices, private foundations, and national public charities on tax-exempt governance and charitable gifting strategies.

Advanced technical knowledge of federal estate, gift, and generation-skipping transfer tax compliance.

Proven capability to cultivate enduring relationships with high-net-worth clients, fiduciaries, and external financial advisors.

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