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Financial Advisor

$59k - $98.3k

Manulife

Overview Join the Personal Investing team at Manulife John Hancock Wealth and help customers grow and protect their retirement assets through personalized investment recommendations. Key Qualities Demonstrates curiosity in exploring client needs Efficient and resourceful, delivering consistent value Passionate about discovering solutions with an entrepreneurial approach Possesses expertise in retirement and investment knowledge and can recommend the right solutions to clients Embraces accountability, learns from setbacks, and strives for continuous improvement Position Responsibilities Provide point‑in‑time advice to existing IRA customers and referrals from other service centers, helping them make informed decisions about retirement assets. Respond to inbound calls and contact clients for periodic account and investment reviews, follow up on leads to acquire new clients, and uncover opportunities to deepen existing relationships. Understand the client’s current investment and personal situation to recommend retirement strategies and investment products that best fit their unique needs. 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. State Insurance Licenses may be required as product offerings expand. Preferred Qualifications Bachelor’s degree preferred. 5–7+ years of financial services experience, preferably in phone and/or sales roles. CRPC designation a plus. Benefits Hybrid work arrangement. Competitive salary range of $59,000 – $98,300 USD, with opportunities to earn incentive compensation. Health, dental, vision, mental health, short‑ and long‑term disability, life and AD&D insurance, and wellness benefits. Retirement savings plans, including a 401(k) plan with employer matching contributions. Paid time off: up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time per year. Equal Opportunity Employer Manulife/John Hancock is an equal opportunity employer and fosters an inclusive work environment. All employment decisions are made without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other protected ground. #J-18808-Ljbffr

Vacancy posted 1 day ago
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