Wealth Management Analyst

Analyst PositionClarendon Private's Analyst position is designed for highly motivated students or early-career professionals seeking to build a career in wealth management and investment solutions. The analyst role combines client relationship skills, technical investment expertise, and operational support in a fast-paced environment, offering strong growth potential within the firm.Key Accountabilities:Gain exposure to the full scope of wealth management, including investments, private banking, and trust & estate planningSupport wealth advisors by preparing pitch books, meeting materials, and customized financial strategiesManage client inquiries, follow up on communications, and prepare presentationsCoordinates meetings and events, books room/facility, sends notices, manages attendance, provides follow-upLog client, prospect and external interactions using customer relationship management toolsCollaborate with bankers and lenders, branch managers, and centers of influence to promote Clarendon Private and attract new clients and serve existing onesWork with investment specialists to research, analyze, and develop global investment strategies for clientsAssist in constructing investment portfolios, conducting market research, and contributing to product developmentKeep abreast of the latest events in the financial marketsEnsure compliance with all applicable rules, regulations and procedures necessary to reduce risk and uphold ethical standardsProgram Structure & BenefitsClarendon Private Analyst Program: Three-year program with ongoing trainingDevelopment Journey: Learn from experienced advisors and investment specialists; gain cross-functional exposureCareer Path: Many analysts are promoted to Associate roles after the programCulture: Collaborative, inclusive, and client-focused, with opportunities to work on innovative financial strategies and high-value client relationshipsEducation:Bachelor's Degree required; strong academic recordSeries 65 license required; Unlicensed candidates may be considered but must obtain licenses within 90 daysSkills & Knowledge:Strong quantitative and analytical abilitiesExcellent communication, presentation, and interpersonal skillsHighly organized with exceptional attention to detail, accuracy and follow-throughGenuine interest in financial markets, macroeconomics, and investingDiscretion and judgment when handling confidential client informationAdvanced skills with MS Office (Excel, PowerPoint, Word, Outlook)Ability to self-direct, analyze and evaluate and form independent judgmentsMust work well in a collaborative team environmentBeacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at View email address on click.appcast.io.