Financial Consultant
$59k - $98.3kManulife Financial
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 Possesses 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 customers 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 unique needs. 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. The role being advertised is an existing vacancy.
マニュライフとジョン・ハンコックについて
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。 雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 View email address on click.appcast.io までご連絡をお願いします。 Referenced Salary Location Boston, Massachusetts Working Arrangementハイブリッド勤務
Salary range is expected to be between$59,000.00 USD - $98,300.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact View email address on click.appcast.io for the salary range for your location. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement. Know Your Rights, Family & Medical Leave, Employee Polygraph Protection, Right to Work, E-Verify. Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr Manulife Financial$112.68k - $137.72k
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- ...the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial... ...and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...
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...ApplicableSpecialismFinanceManagement LevelSenior AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and...Full timeH1b- ...Job Description The Financial Associate performs a broad range of complex accounting and program administration responsibilities related to corporate cards, expense reimbursements, accounts payable, and fixed assets. Emphasizes a strategic, risk‑based approach to financial...Temporary workWork at office3 days per week
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$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$50k
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