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
- ...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...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$50k - $58k
...The Opportunity Hult International Business School seeks an experienced and student-centered professional to serve as a Financial Aid Advisor at its Boston campus. Reporting to the Director of Financial Aid as a part of Hult’s global Student Financial Services team,...SuggestedWork at officeLocal areaWork from home1 day per week- ...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...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide...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$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...Full timeContract workFor contractorsWork at office$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- ...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
$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...- ...Company Description Money Concepts of New England is a financial services firm focused on delivering personalized wealth management and... ..., with an emphasis on building lasting client relationships. Advisors are supported with tools, training, and a collaborative environment...Full timeWork from home
$61k - $119k
...Financial Advisor Opportunity 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, you start as a financial...Work at office$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- ...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. As a financial advisor, you will: Grow your client base by making new connections, maintaining...
$65k - $80k
...Overview Financial Advisor – Client Solutions role at Bank of America. Responsible for providing comprehensive financial advice and customized solutions to clients, triaging leads, recommending brokerage and banking products, and building financial plans to meet clients...Temporary workMonday to FridayShift workDay shift- ...Job Description Job Description 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
- ...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
$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 areaFlexible hours$100k - $140k
...year A bit about us: We are a growing hybrid RIA offering both fee-based financial planning and brokerage services. Why join us? ~ Built-In Client Base & Clear Path to Lead Advisor Step into a role where you’ll support and gradually take ownership of existing...Work at officeLocal areaFlexible hours$20.54 - $29.42 per hour
...is hiring for a customer service position focused on assisting a diverse student population. You will guide students through the financial aid process and offer advice on funding options. The university provides comprehensive onboarding and opportunities for career growth...Hourly payWork at officeRemote work$50 - $60 per hour
...A technology company is looking for a Financial Advisor to help in training AI to assist finance professionals. This role is remote and offers the freedom to set your own schedule. Ideal candidates will have advanced degrees and experience in finance. Responsibilities...Hourly payRemote workFlexible hours- ...EF Education First is seeking an experienced Financial Aid Advisor for its campus in Cambridge, Massachusetts. In this role, you will support students by providing counseling on financial aid options, processing applications, and ensuring compliance with federal and state...
$80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...About Modern Woodmen Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline...Local area
- ## Financial Advisor Trainee - Revere, MassachusettsPostulerremote type: Sur placelocations: Revere, Massachusettstime type: Temps pleinposted on: Publié hiertime left to apply: Date de fin : 21 juin 2026 (Il reste 2 jours pour postuler)job requisition id: R\_1495511**Work...Temporary workTraineeshipWork experience placementSecond jobWork at officeLocal areaWork from homeFlexible hours
$20.54 - $29.42 per hour
...is hiring for a customer service position focused on assisting a diverse student population. You will guide students through the financial aid process and offer advice on funding options. The university provides comprehensive onboarding and opportunities for career growth...Remote jobHourly payWork at office- A financial services firm in Boston is looking for a Financial Advisor Trainee. This role involves partnering with clients to create personalized financial plans, ensuring their financial goals are met. Ideal candidates will have a 4-year college degree, strong communication...Traineeship
$25.25 - $30.78 per hour
...Under the general direction of PFC Manager, the Outpatient Financial Counselor (OPFC) has a dual role to help vulnerable BMC patients to access healthcare coverage and to preserve and protect BMC revenue by securing payors to reduce uncompensated care. The OPFC serves...Contract workPart timeWork experience placementWork at officeFlexible hours$19.81 - $28.3 per hour
...patients on their responsibilities and potential options, ensuring accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling session. In addition, must obtain any necessary pre-certifications or authorizations...Hourly payWork at officeRemote workShift work$19.81 - $28.3 per hour
...experience what it means to be part of Mass General Brigham. Job Summary Summary: The Patient Business Rep (PBR) functions as a financial counselor and registrar and is responsible for the in-depth evaluation of financial history for both uninsured and underinsured...Hourly payRemote workShift work- ...patients on their responsibilities and potential options, ensuring accuracy, while compassionately explaining to the patients their financial obligations during the financial counseling session. In addition, must obtain any necessary pre-certifications or authorizations...Work at officeRemote work
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