Retirement Financial Advisor
Boston, NH - USA
Job Summary
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 clients 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:
Bachelors 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.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit is an Equal Opportunity Employer
At Manulife/John Hancock we embrace our diversity. We strive to attract develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment retention advancement and compensation and we administer all of our practices and programs without discrimination on the basis of race ancestry place of origin colour ethnic origin citizenship religion or religious beliefs creed sex (including pregnancy and pregnancy-related conditions) sexual orientation genetic characteristics veteran status gender identity gender expression age marital status family status disability or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process contact .
Referenced Salary Location
Boston MassachusettsWorking Arrangement
Salary range is expected to be between
$59000.00 USD - $98300.00 USDEmployees 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 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.)Required Experience:
Unclear Seniority
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.