Retirement Financial Advisor

Manulife Insurance Malaysia; Boston (MA); Hybrid; USD 59,000 - 98,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Mental health benefits

Short/long-term disability

Life insurance

401(k) with company match

Employee assistance program

Paid time off

Job summary

Manulife/John Hancock in Boston, MA is seeking telephone-based financial advisors to deliver retirement, investment, and wealth planning guidance. You will engage qualified client opportunities, understand goals, and recommend suitable solutions while building lasting client relationships.

The role provides coaching, mentorship, and licensing support within a collaborative team. Required FINRA SIE, Series 7/63/65, and state licenses; a bachelor’s degree is preferred and CRPC designation is a

Qualifications

• FINRA SIE and Series 7, 63, and 65 licenses required.
• State insurance licenses will be required as our product offerings expand.
• Bachelor’s degree preferred.
• 5+ years of financial services experience, preferably in phone-based and/or sales roles.

Responsibilities

• Deliver personalized retirement, investment, and wealth planning advice to clients through telephone-based conversations.
• Engage a steady flow of qualified client opportunities, understanding each client’s goals and recommending suitable solutions.
• Build and deepen long-term client relationships that support asset growth and client retention.
• Partner with experienced leaders, planning resources, and team members through coaching, mentorship, and shared best practices.

Education

Bachelor's degree

CRPC designation

FINRA SIE

Series 7, 63, 65 licenses

State insurance licenses

Job description

This is an opportunity to build meaningful, long-term relationships while helping clients achieve their retirement, investment, and financial planning goals. Unlike many advisor roles that rely on extensive cold calling and self-generated prospecting, our telephone-based advisors are supported with a steady flow of qualified client opportunities, so you can focus on providing advice, deepening relationships, and delivering exceptional client outcomes. You will engage with clients who are actively seeking guidance through important financial decisions, spending more time helping them build financial confidence and less time searching for the next opportunity.You will do this as part of a highly collaborative team that provides coaching, mentorship, planning resources, and shared best practices. Whether you are an established advisor or looking to accelerate your career, you will find a clear path for growth into more senior advisor roles, supported by ongoing training, coaching, and licensing support.Position Responsibilities:Deliver personalized retirement, investment, and wealth planning advice to clients through telephone-based conversations.Engage a steady flow of qualified client opportunities, understanding each client’s goals and recommending suitable solutions.Build and deepen long-term client relationships that support asset growth and client retention.Partner with experienced leaders, planning resources, and team members through coaching, mentorship, and shared best practices.Maintain all required licensing and adhere to applicable regulatory, compliance, and suitability standards.Required Qualifications:FINRA SIE and Series 7, 63, and 65 licenses.State insurance licenses will be required as our product offerings expand.Preferred Qualifications:Bachelor’s degree.5+ years of financial services experience, preferably in phone-based and/or sales roles.CRPC designation. 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 HancockManulife 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 .Manulife is an Equal Opportunity EmployerAt 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] .Referenced Salary LocationBoston, MassachusettsWorking ArrangementHybridSalary range is expected to be between$59,000.00 USD - $98,300.00 USDEmployees 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.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.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 .Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-VerifyCompany: John Hancock Life Insurance Company (U.S.A.)