Financial Advisor

About the role

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 to help clients in the management of their retirement assets. Supported with an array of resources, Financial Advisors 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 Advisors who believe in our mission of helping our customers achieve their retirement goals and who personify our values.

Responsibilities

• You are a vital member of our employee channel phone-based team focused on providing point-in-time advice to our existing IRA customers, referrals from other service centers and then helping these customer’s make good decisions about their retirement assets.
• You are part of our team of financial advisors primarily responding to inbound calls, but also you will contact clients to provide periodic account and investment reviews, follow up on leads to acquire new clients and uncover opportunities to deepen existing relationships.
• Your advice involves understanding the customer’s current investment and personal situation to recommend retirement strategies and investment product recommendations that might be the best fit for their unique needs.
• You will engage clients in discussions about their retirement goals and objectives, and produce financial plans that include projections to help them visualize their future.

Requirements

• FINRA SIE, Series 7, 63 and 65.
• FINRA.
• State Insurance Licenses may be required as our product offering expands.

Qualifications

• Bachelor’s degree preferred.
• 5-7 + years of Financial Services experience, preferably in phone and/or sales roles.
• CRPC designation a plus.

Skills

Demonstrates curiosity in exploring client needs, efficient and resourceful, delivers consistent value, passionate about discovering solutions with an entrepreneurial approach, possesses expertise in retirement and investment knowledge and be able to recommend the right solutions to clients, embraces accountability, learns from setbacks, and strives for continuous improvement.

Pay

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. Salary range is expected to be between $59,000.00 USD - $98,300.00 USD.

Schedule

Hybrid

Benefits

Includes 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.