Retirement Financial Advisor
About The Position
This is an opportunity to build meaningful, long-term relationships while helping clients achieve their retirement, investment, and financial planning goals. Unlike many financial advisor roles that require extensive cold calling and self-generated prospecting, our advisors are supported with a steady flow of qualified client opportunities, allowing them to focus on what they do best: providing advice, deepening relationships, and delivering exceptional client outcomes. Join a growing organization where you will engage with clients who are actively seeking guidance, helping them navigate important financial decisions through personalized retirement, investment, and wealth planning conversations. Our advisors spend more time helping clients achieve financial confidence and less time searching for their next opportunity. A Colloborative Team Environment Telephone-based advisors are part of a highly collaborative team structure that provides coaching, mentorship, and shared best practices to help you succeed. Experienced leaders, planning resources, and a supportive culture will help drive your professional growth and client success. Whether you are an established advisor or looking to accelerate your career, you will find a clear path for growth and advancement within the organization. Career Growth & Advancement This position offers the opportunity to build a long-term career with a growing wealth management organization. Successful advisors have opportunities to progress into more senior advisor roles, and other advanced career opportunities as they expand their expertise and impact. We are committed to investing in our people through ongoing training, coaching, licensing support, and leadership development to help you reach your professional goals.
Requirements
- FINRA SIE and Series 7, 63. 65 licenses required within 90 days of being hired.
Nice To Haves
- Bachelor’s degree preferred.
- 5+ years of financial services experience, preferably in phone-based and/or sales roles.
- CRPC designation a plus.
Responsibilities
- Serve as a vital member of our employee-channel, phone-based team, providing financial education, Investment guidance, and perform financial planning to existing IRA clients and referrals from other service centers.
- Respond to inbound calls, assess client needs, and help clients make informed investment decisions.
- Quickly analyze each client’s circumstances, present relevant options, and provide a high-quality service experience.
- Educate clients on retirement and investment concepts and identify opportunities to deepen relationships and gather additional assets.
- Achieve monthly productivity targets, including timely follow-up on sales leads and client opportunities.
- Stay informed about market trends, retirement regulations, economic indicators, and financial planning topics.
- Maintain detailed knowledge of the range of Manulife John Hancock Wealth offerings and solutions available to clients.
- Participate in training and coaching programs designed to strengthen skills and create opportunities for advancement.
- Share successful client engagement practices and ideas for continuous improvement within the team.
Benefits
- 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.
- various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- financial education and counseling resources.
- 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
- full range of statutory leaves of absence.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
