Retirement Wealth Advisor

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

Benefits offered by this job

Incentive compensation

Flexible work environment

Job summary

Manulife John Hancock Wealth is seeking a Financial Consultant in Boston to deepen client relationships and grow the practice through internal referrals. You will offer financial solutions and retirement planning guidance to a base of clients, delivering high-quality service and educating clients on investment options.

The role requires strong client service, sales skills, and knowledge of retirement investments, with potential for incentive compensation and a hybrid working arrangement.

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.
• Explain options to address client needs and educate for high-quality service and asset growth.
• Refer complex advised to senior advisors within the team as needed.
• Stay informed of market trends and retirement regulations to provide sound guidance.

Skills

Client service

Sales skills

Time management

Team collaboration

Retirement knowledge

Investment education

Education

FINRA SIE, Series 6, 63 and Series 65 certifications

Job description

Manulife John Hancock Wealth is seeking a Financial Consultant in Boston to deepen client relationships and grow the practice through internal referrals. You will offer financial solutions and retirement planning guidance to a base of clients, delivering high-quality service and educating clients on investment options.

The role requires strong client service, sales skills, and knowledge of retirement investments, with potential for incentive compensation and a hybrid working arrangement.