Wealth & Retirement Advisor

Manulife; Atlanta (GA); Hybrid; USD 40,000 - 67,000; Full time

Benefits offered by this job

Flexible environment

Incentive programs

Generous paid time off

Job summary

Manulife John Hancock Wealth is seeking a Financial Consultant to deepen client relationships and grow the practice through internal referrals, delivering financial solutions and retirement planning guidance.

You will provide client service, identify needs, and educate clients on retirement options within a collaborative team, with training and advancement opportunities in a hybrid work environment in the US.

Qualifications

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

Responsibilities

• Respond to inbound calls, assess client needs, and guide investors to informed decisions.
• Analyze client needs and present suitable retirement/investment options.
• Refer complex cases to senior advisors when needed.
• Stay informed on market trends and retirement regulations to provide sound guidance.
• Deliver professional, high-quality service and contribute to team goals.

Skills

Client service

Sales skills

Financial services experience

Analytical ability

Teamwork

Education

Bachelor’s degree preferred

FINRA SIE

Series 6/63

Series 65 within 6 months

Job description

Manulife John Hancock Wealth is seeking a Financial Consultant to deepen client relationships and grow the practice through internal referrals, delivering financial solutions and retirement planning guidance.

You will provide client service, identify needs, and educate clients on retirement options within a collaborative team, with training and advancement opportunities in a hybrid work environment in the US.