Financial Advisor

Manulife Financial; Boston (MA); Hybrid; USD 59,000 - 98,300; Full time

Benefits offered by this job

Health benefits

Generous time off

Retirement savings plans

Employee assistance programs

Job summary

Manulife Financial is seeking a Financial Advisor in Boston, Massachusetts, to provide personalized investment recommendations to clients. This role requires strong expertise in retirement and investment knowledge, along with the ability to deepen client relationships while managing their retirement assets.

The ideal candidate will have FINRA licenses and a proven track record in Financial Services. The position offers a flexible working arrangement with a salary range between $59,000 and $98,300, complemented by extensive benefits.

Qualifications

• FINRA SIE, Series 7, 63 and 65 certification required.
• 5-7+ years of experience in Financial Services preferred.

Responsibilities

• Provide point-in-time advice to existing IRA customers.
• Respond to inbound calls and contact clients for reviews.
• Create financial plans visualizing retirement goals.

Skills

Client relationship building

Investment knowledge

Accountability

Curiosity in exploring client needs

Education

FINRA SIE, Series 7, 63 and 65

Bachelor's degree (preferred)

Job description

Job Overview

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.

Key Attributes

• 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.

What We Offer

• 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.

EEO Statement

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en。

宏利是平等機會僱主。在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Salary & Location

Referenced Salary Location: Boston, Massachusetts

Working Arrangement

混合式

Salary Range

$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 [e-mail] for the salary range for your location.

Benefits

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.

Additional Information

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.

Company

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