Financial Advisor

John Hancock; Boston (MA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible environment

Health, dental, and vision insurance

Generous paid time off

Job summary

Join John Hancock as a Financial Consultant and be a vital member of our team helping IRA customers make informed decisions on their retirement investments. You'll engage with customers through inbound calls and provide tailored financial advice.

This role requires specific FINRA licenses and values strong customer relationship skills. With opportunities for advancement, you will thrive in a hybrid work environment that fosters personal and professional growth.

Qualifications

• FINRA SIE, Series 6, 63 and 65 required.
• 1-3+ years of Financial Services experience preferred.
• Advancement requires performance and securities licenses.

Responsibilities

• Provide point-in-time advice to IRA customers.
• Respond primarily to inbound calls from customers.
• Discuss customer investment situations and available products.

Skills

Client needs exploration

Investment knowledge

Accountability

Education

Bachelor’s degree preferred

Tools

FINRA Series licenses

Job description

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 using our Manulife John Hancock product offering(s).

Supported with an array of resources, Financial Consultants 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 Consultants who believe in our mission of helping our customers find confidence in retirement and who personify our values.

If these qualities reflect who you are and who you aspire to be, you’ll thrive as a Financial Consultant 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
• Proud of your investment knowledge and driven to match clients with the right solutions
• 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 exiting IRA customers, referrals from other service centers and then helping these customers make good decisions about their existing retirement assets.
• You are part of our team of financial consultants primarily responding to inbound calls, but also may proactively engage disengaged customers to become re‑engaged with John Hancock.
• Your advice involves discussing the customer’s current investment situation and knowing about the available John Hancock mutual fund products to help the customers make informed decisions on what might be the best fit for their unique needs.

Required Qualifications

• FINRA SIE, Series 6, 63 and 65. FINRA Series 7 and State Insurance Licenses will be required as our product offering expands and for advancement.

Preferred Qualifications

• Bachelor’s degree preferred.
• 1‑3+ years of Financial Services experience, preferably in phone and/or sales roles.
• Advancement opportunities within role or Senior Financial Consultant requires time spent working in the role, consistent level of performance and the obtainment of securities licenses and working towards CFP certification will be required.

Benefits

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy‑related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid

Salary & Benefits

Salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. For additional information, contact [e-mail].

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.)