Financial Advisor

Manulife John Hancock Wealth

Boston, Massachusetts, US
Base: $59,000.00 - $98,300.00 usd; bonus/equity: i...
Hybrid
Inbound call handling for client advice
Retirement asset management expertise
Client relationship deepening and growth
The role focuses on transforming the Manulife John Hancock Wealth business by delivering personalized investment recommendations to help clients manage their retirement assets

Job Summary

  • The role focuses on transforming the Manulife John Hancock Wealth business by delivering personalized investment recommendations to help clients manage their retirement assets.
  • Financial Advisors will primarily respond to inbound calls while also proactively contacting clients to provide periodic reviews and uncover new opportunities.
  • Employees receive support through a flexible environment that prioritizes well-being, inclusion, and access to extensive resources for career growth.

Matching Summary

The role focuses on transforming the Manulife John Hancock Wealth business by delivering personalized investment recommendations to help clients manage their retirement assets.

Salary

Base: $59,000.00 - $98,300.00 USD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, vision, 401(k) matching, up to 11 paid holidays

Skills & Requirements

Must-have

  • Inbound call handling for client advice
  • Retirement asset management expertise
  • Client relationship deepening and growth

Nice-to-have

  • Entrepreneurial approach to sales
  • Curiosity in exploring client needs
  • Continuous improvement mindset

Key Requirements

  • FINRA SIE, Series 6, 63, and 65 licenses
  • 1-3+ years of Financial Services experience
  • Bachelor's degree preferred
  • CRPC designation a plus
  • Series 7 and State Insurance Licenses required as product offering expands

Work Rights

Not specified

Tailored Resume

Cover Letter