Retirement Wealth 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

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.