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Financial Advisor

$59k - $98.3k

Manulife

Financial Advisor Opportunity

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 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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals.

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

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.

Company: John Hancock Life Insurance Company (U.S.A.)

Manulife
Vacancy posted 3 days ago
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