Retirement Planning Consultant

Manulife Financial; Boston, Northern (MA, KY); Hybrid; USD 40,000 - 67,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Paid time off

Incentive programs

Job summary

Manulife John Hancock Wealth is seeking a Financial Consultant to deepen client relationships and grow the practice through internal referrals. You will provide financial education, guidance and retirement solutions to IRA customers while delivering exceptional service.

The role emphasizes team collaboration, training, and meeting monthly productivity targets within a hybrid work model in Massachusetts. A strong client-service mindset is essential.

Qualifications

• Bachelor’s degree preferred.
• 1-3 years of Financial Services experience, preferably in phone and/or sales roles.
• FINRA SIE, Series 6, 63 required and Series 65 required within 6 months of hire date.

Responsibilities

• Respond to inbound calls, assess customer needs, and guide clients to informed investment decisions.
• Analyze customer needs and present options to address them; educate for high-quality service.
• Refer customers needing sophisticated advice to senior advisors.
• Stay informed of market trends, regulations, and economic indicators to guide clients.

Skills

Financial services experience

Phone sales

Client education

Team collaboration

Market awareness

Education

Bachelor’s degree preferred

Tools

FINRA SIE

Series 6/63

Series 65

Job description

Manulife John Hancock Wealth is seeking a Financial Consultant to deepen client relationships and grow the practice through internal referrals. You will provide financial education, guidance and retirement solutions to IRA customers while delivering exceptional service.

The role emphasizes team collaboration, training, and meeting monthly productivity targets within a hybrid work model in Massachusetts. A strong client-service mindset is essential.