Wealth Management Sales Associate (Series 7 track)

Manulife • Tempe, AZ

1d • $45,000 - $75,000 • Hybrid

About The Position

The Opportunity: This role is a front‑line entry point into investment sales and a clear path to an Inside Wholesaler role. You’ll work directly alongside experienced Internal Business Consultants and Sales Leaders to support financial advisors across the U.S. and Canada and help grow the business. You’ll combine sales support, relationship building, and analysis—partnering on territory strategy, preparing insights for advisor conversations, and helping deliver product updates that drive real client outcomes. This is not a purely analytical or back‑office role; it’s designed for people who enjoy working with others, influencing decisions, and building toward a client‑facing sales career. Over time, you’ll develop strong knowledge of investment products such as mutual funds, ETFs, college savings plans, and managed portfolios, while gaining hands‑on exposure to how a sales desk operates day to day. Within your first 120 days, you’ll complete the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. All licensing costs are fully covered, and you’ll receive structured training, paid study time during working hours, and ongoing support to set you up for success. As part of this role, you’ll begin your career as a licensed financial professional. The next step moving into an Inside Wholesaler role involves proactive, high-volume phone outreach each day to build relationships and grow business, making this a great fit for individuals who genuinely enjoy connecting with people. Position Responsibilities: Establish and nurture relationships with Internal Sales Management and Internal Business Consultants Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise. Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies. Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities Assist in Continuing Education (CE) reporting process for large events Help drive attendance to local events hosted by externals Required Qualifications: Bachelor’s degree or equivalent experience in Business, Commerce, Economics Analytics/Mathematics/ Statistics, or similar program is helpful. Completion of Securities Industry Essentials (SIE) exam preferred. Completion of Series 7 and Series 66 securities licenses within 120 days of hire. Proven curiosity about Capital Markets. Desire to acquire sales experience within the financial services industry. Proven relationship management skills, including the ability to work in a team environment. Strong time management, organizational, and problem-solving skills. Ability to learn and adapt quickly while applying creativity. Ability to work in a fast-paced environment, with passion and a positive attitude. When you join our team: 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. 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 https://www.manulife.com/en/about/our-story.html. Manulife 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 [email protected]. Referenced Salary Location Tempe, Arizona Working Arrangement Hybrid Salary range is expected to be between $45,000.00 USD - $75,000.00 USD Employees 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 [email protected] 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.) We're Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the ‘Job Alerts’ section located in the top right corner of the page. From there, you can sign up to receive job alerts. Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.

Requirements

• Bachelor’s degree or equivalent experience in Business, Commerce, Economics Analytics/Mathematics/ Statistics, or similar program is helpful.
• Completion of Securities Industry Essentials (SIE) exam preferred.
• Completion of Series 7 and Series 66 securities licenses within 120 days of hire.
• Proven curiosity about Capital Markets.
• Desire to acquire sales experience within the financial services industry.
• Proven relationship management skills, including the ability to work in a team environment.
• Strong time management, organizational, and problem-solving skills.
• Ability to learn and adapt quickly while applying creativity.
• Ability to work in a fast-paced environment, with passion and a positive attitude.

Responsibilities

• Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
• Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
• Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
• Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
• Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise.
• Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies.
• Partner on projects for department initiatives to fully implement new processes, & Sales strategies across territories
• Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
• Assist in Continuing Education (CE) reporting process for large events
• Help drive attendance to local events hosted by externals

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
• 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
• 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: Entry Level