Wealth Management Sales Associate (series 7 Track)

Manulife / John Hancock

Tempe, Arizona, US
Base: $45,000.00 - $75,000.00 usd; bonus/equity: i...
Hybrid
Strong relationship management skills
Ability to work in fast-paced environment
Proven curiosity about capital markets
Manulife/John Hancock is seeking a Wealth Management Sales Associate to support financial advisors through sales support, relationship building, and analysis. This entry-level role offers a pathway to becoming an Inside Wholesaler and provides comprehensive training, including licensing costs covered for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams

Job Summary

  • This role serves as a front-line entry point into investment sales with a clear path to an Inside Wholesaler role.
  • Candidates will complete the SIE, Series 7, and Series 66 licenses within their first 120 days with all costs covered.
  • The position offers a flexible environment focused on well-being, inclusion, and global career growth opportunities.

Matching Summary

Match Score: 85

Manulife/John Hancock is seeking a Wealth Management Sales Associate to support financial advisors through sales support, relationship building, and analysis. This entry-level role offers a pathway to becoming an Inside Wholesaler and provides comprehensive training, including licensing costs covered for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams.

Salary

Base: $45,000.00 - $75,000.00 USD; Bonus/Equity: Incentive compensation tied to performance; Benefits: Health, dental, 401(k), PTO up to 11 holidays

Skills & Requirements

Must-have

  • Strong relationship management skills
  • Ability to work in fast-paced environment
  • Proven curiosity about Capital Markets

Nice-to-have

  • Desire to acquire sales experience
  • Passion and positive attitude
  • Creativity in problem-solving

Key Requirements

  • Bachelor's degree in Business, Economics, or Analytics
  • Completion of Series 7 and Series 66 licenses within 120 days
  • Preferred completion of Securities Industry Essentials (SIE) exam

Work Rights

Not specified

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