Financial Advisor
$59k - $98.3kManulife
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
- ...About the job Financial Advisor We are recruiting for a top tier advisor/team in the greater Boston market. If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countriess largest private banks, this could...Suggested
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hours- ...The Financial Advisor is responsible for providing personalized financial guidance to individual clients, helping them achieve their short? and long?term financial goals. This role focuses on client advisory, relationship management, and ongoing financial planning support...SuggestedWork at officeLocal area
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...SuggestedImmediate start
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...Financial Solutions Advisor - Boston West Market Brookline, Massachusetts;Wellesley, Massachusetts; Newton, Massachusetts; Needham, Massachusetts; Waltham, Massachusetts; Waltham, Massachusetts; Watertown, Massachusetts; Chestnut Hill, Massachusetts; Belmont, Massachusetts...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...management organization is seeking an experienced Wealth Management Advisor to join a growing advisory platform focused on serving high-net... ...aligned with client objectives, risk tolerance, and long-term financial goals. Guide clients through portfolio oversight, retirement...Work at office
$100k - $108k
...Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Boston, MA: 155 Seaport Blvd, Boston, MA 02210 Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located...Full timeWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...For contractorsWork at office$59k - $98.3k
...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...Temporary workLocal area- ...Financial Advisor Location: Newton, MA Job Summary: We are seeking a highly motivated and experienced Financial Advisor to join our growing team. The ideal candidate will provide comprehensive financial planning and investment management services to clients, building and...
$150k
...Financial Advisor Financial Advisor 2+ to 5 years experience Job Responsibilities: Serve Your Clients: •Cultivate strong relationships with members by consistently using the prescribed sales process. •Cultivate strong working relationships and trust among...Work experience placementWork at office$20 per hour
...Financial Advisor Boston, Massachusetts, United States About the Job Financial Advisor We are currently collaborating with a prestigious investment management firm in Boston Massachusetts, seeking a seasoned and results-driven Investment Management Financial Advisor...- ...Financial Services Sales Representative The Moody Street Group, LLC, a general agency, of OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives...Work at officeWorldwide
- ...The Bulfinch Group provides the opportunity to have it all. Join our growing organization as a Financial Advisor. Are you looking for a career with a community? Do you have a desire to help others, a history of leadership and success? Are you full of spirit, passion, and...Permanent employmentWork at officeShift work
- ...Financial Solutions Advisor - Boston Market Boston, Massachusetts;Boston, Massachusetts; Somerville, Massachusetts; Cambridge, Massachusetts To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$100k - $140k
Financial Advisor (2 Openings) Location: Westborough, MA (on-site / flexible - travel to client meetings when needed) Compensation: $100,000 - $140,000 per year (depending on experience) Our client is a growing independent wealth management firm expanding their Westborough...Work at officeLocal areaFlexible hours$72.28k - $108.16k
...with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Work at officeLocal areaWork from homeFlexible hours- ...relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our... ...and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments...Work at officeWeekday work
- Bank of America in Boston is seeking a finance professional to provide tailored financial advice to clients while complying with regulatory requirements. Your role involves building financial plans and recommending strategies aligned with client goals. Ideal candidates...
$70k - $80k
These responsibilities revolve around providing comprehensive financial advice and customized solutions to help clients achieve their financial goals. The role includes triaging client leads, making referrals to business partners based on client needs and asset thresholds...Temporary workWork at officeMonday to FridayShift workDay shift- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
$24.04 per hour
Columbia Threadneedle Investments is seeking a National Advisor Consultant to promote products through Ameriprise Financial's extensive sales network. The successful candidate will have strong communication skills and a passion for client relationships. This full-time position...Hourly payFull time$65k - $80k
Job Overview This role provides comprehensive advice and customized solutions to clients to help them achieve their financial goals. The position is subject to the SAFE Act registration requirements; all candidates must obtain and maintain registration in good standing....Temporary workMonday to Friday$78.52k - $117.52k
...Location: Revere, Massachusetts, United States of America Hours: 40 hours per week Pay Range: $78,520 - $117,520 USD Job Summary The Financial Advisor (FA) is a three‑year program that provides financial planning guidance and sells investment management solutions to TD Wealth...Work at office- A leading financial services company is seeking a motivated financial advisor to help clients achieve their financial goals. This role involves growing a client base, building personalized financial plans, and managing client relationships. Ideal candidates have entrepreneurial...
$300k
Financial Advisor | $300K+ | New England Market Join to apply for the Financial Advisor | $300K+ | New England Market role at Retirement Income Source SFG Financial Advisor | $300K+ | New England Market 3 days ago Be among the first 25 applicants Join to apply for the Financial...Full timeLocal area- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ..., insurance, banking and generosity. Thrivent Financial Advisor At Thrivent, you’ll receive the support, stability and opportunity...
$28.85 - $33.65 per hour
Bank of America is seeking a financial advisor in Boston. This role involves providing comprehensive advice and customized solutions to clients, helping them achieve their financial goals. The ideal candidate will have experience in client relationship management and possess...Hourly pay
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