Financial Advisor

Overview This is an exciting opportunity for 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. If these qualities reflect who you are and who you aspire to be, you will thrive as a Financial Advisor at Manulife John Hancock Wealth. 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 customers 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. Required Qualifications FINRA SIE, Series 6, 63 and 65. FINRA Series 7 and State Insurance Licenses will be required as our product offering expands. Preferred Qualifications Bachelor’s degree preferred. 1-3+ years of Financial Services experience, preferably in phone and/or sales roles CRPC designation a plus. When you join our team We will empower you to learn and grow the career you want. We will recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, you will receive support to shape the future you want to see. The role being advertised is an existing vacancy. 關於宏利和恒康 宏利金融公司是一家業界臨金融服務商，若要了解更多，請瀏覽網站。 宏利是平等機會僱主 在宏利／恒康，我們擁抱多元，致力於維持公平的招聘、挽留、晉升及薪酬制度，並確保所有實踐及項目不因種族、血統、原籍地、膚色、族裔、國籍、宗教、性別、性取向、年齡、婚姻狀況、家庭狀況、殘疾或受法律保護的其他因素而有差別待遇。我們致力於消除障礙，為員工提供平等就業機會。如需協助，請聯絡 hr@manulife.com。 Salary and location Referenced Salary Location: Boston, Massachusetts. Working Arrangement: 混合式. Salary range is expected to be between $59,000.00 USD - $98,300.00 USD. 另有激勵方案與績效獎金，實際薪資依地區與個人條件而定。若在主要地點之外申請，請聯絡 hr@manulife.com 以取得當地薪資範圍。 Manulife/John Hancock 提供多種福利選項及假期安排。更多資訊請參閱個人資訊收集聲明與相關條款。 #J-18808-Ljbffr