Retirement Financial Advisor

Manulife; Boston (MA); On-site; USD 59,000 - 98,000; Full time

Benefits offered by this job

Incentive programs

Health, dental, vision

401(k) with employer matching

Job summary

Manulife Financial’s John Hancock team is hiring telephone-based advisors who deliver personalized retirement, investment, and wealth planning guidance to clients, emphasizing advice, long-term relationships, and meaningful outcomes.

You will work in a highly collaborative environment with coaching, planning resources, and licensing support, with a clear path to more senior roles and ongoing training to grow your career in a hybrid setup.

Qualifications

• FINRA SIE and Series 7, 63, and 65 licenses.
• State insurance licenses will be required as our product offerings expand.

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.

Skills

Relationship building

Phone-based advisory

Client-focused advice

Education

Bachelor’s degree

CRPC designation

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 willempower you to learn and grow the career you want.
• We willrecognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, youwill receive support toshapethe future you want to see.

The role being advertised is an existing vacancy.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ lご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 [e-mail] までご連絡をお願いします。

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$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.

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-Verify

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