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Financial Advisor

$59k - $98.3k

Manulife

This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized investment recommendations to help clients in the management of their retirement assets. Supported with an array of resources, Financial Advisors at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the customers we serve. We hire and develop Financial Advisors who believe in our mission of helping our customers achieve their retirement goals and who personify our values. If these qualities reflect who you are and who you aspire to be, you will thrive as a Financial Advisor at Manulife John Hancock Wealth: Demonstrates curiosity in exploring client needs Efficient and resourceful, delivering consistent value Passionate about discovering solutions with an entrepreneurial approach Possess expertise in retirement and investment knowledge and be able to recommend the right solutions to clients. Embraces accountability, learns from setbacks, and strives for continuous improvement Position Responsibilities You are a vital member of our employee channel phone-based team focused on providing point-in-time advice to our existing IRA customers, referrals from other service centers and then helping these customer’s make good decisions about their retirement assets. You are part of our team of financial advisors primarily responding to inbound calls, but also you will contact clients to provide periodic account and investment reviews, follow up on leads to acquire new clients and uncover opportunities to deepen existing relationships. Your advice involves understanding the customer’s current investment and personal situation to recommend retirement strategies and investment product recommendations that might be the best fit for their uniqueneeds. You will engage clients in discussions about their retirement goals and objectives, and produce financial plans that include projections to help them visualize their future. Required Qualifications FINRA SIE, Series 7, 63 and 65. FINRA. State Insurance Licenses may be required as our product offering expands. Preferred Qualifications Bachelor’s degree preferred. 5-7 + years of Financial Services experience, preferably in phone and/or sales roles CRPC designation a plus. When you join our team We will empower you to learn and grow the career you want. We will recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, you will receive support to shape the future you want to see. Manulife es un empleador que ofrece igualdad de oportunidades En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente. Ubicación principal Boston, Massachusetts Modalidades de Trabajo Híbrido Se prevé que el rango salarial esté entre

$59,000.00 USD - $98,300.00 USD

Beneficios Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley. #J-18808-Ljbffr Manulife

Vacancy posted 4 days ago
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