Associate Wealth Consultant

Manulife • Boston, MA

11d • Hybrid

About The Position

This is an exciting opportunity for the ideal candidates to join a dynamic team within Personal Investing that will be transforming the Manulife John Hancock Wealth business with personalized investment recommendations using our Manulife John Hancock product offering(s). Supported with an array of resources, Financial Consultants at Manulife John Hancock Wealth spend their time deepening relationships with an established base of customers and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the customers we serve. We hire and develop Financial Consultants who believe in our mission of helping our customers find confidence in retirement and who personify our values. If these qualities reflect who you are and who you aspire to be, you’ll thrive as a Financial Consultant at Manulife John Hancock Wealth: Demonstrates curiosity in exploring client needs Efficient and resourceful, delivering consistent value Passionate about discovering solutions with an entrepreneurial approach Proud of your investment knowledge and driven to match clients with the right solutions Embraces accountability, learns from setbacks, and strives for continuous improvement Position Responsibilities: You are a vital member of our employee channel phone-based team focused on providing point-in-time advice to our exiting IRA customers, referrals from other service centers and then helping these customer’s make good decisions about their existing retirement assets. You are part of our team of financial consultants primarily responding to inbound calls, but also you may proactively engaging disengaged customers to become re-engaged with John Hancock. Your advice involves discussing the customer’s current investment situation and knowing about the available John Hancock mutual fund products to help the customers make informed decisions on what might be the best fit for their unique needs.

Requirements

• FINRA SIE, Series 6, 63 and 65
• FINRA Series 7 and State Insurance Licenses will be required as our product offering expands and for advancement

Nice To Haves

• Bachelor’s degree preferred
• 1-3+ years of Financial Services experience, preferably in phone and/or sales roles
• Advancement opportunities within role or Sr Financial Consultant requires time spent working in the role, consistent level of performance and the obtainment of securities licenses and working towards CFP certification will be required

Responsibilities

• providing point-in-time advice to our exiting IRA customers
• responding to inbound calls
• proactively engaging disengaged customers to become re-engaged with John Hancock
• discussing the customer’s current investment situation
• knowing about the available John Hancock mutual fund products to help the customers make informed decisions on what might be the best fit for their unique needs

Benefits

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.
• Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.
• Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
• 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), and we offer the full range of statutory leaves of absence.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees