Financial Advisor

Manulife

Financial Advisor providing personalized investment recommendations for retirement asset management at Manulife John Hancock Wealth. Transforming the Wealth business through customer relationship development and financial solutions.

Posted 4/11/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJunior💰 $59,000 - $98,300 per yearWebsite

About the role

Key responsibilities & impact

Provide point-in-time advice to existing IRA customers
Respond to inbound calls and contact clients for account and investment reviews
Follow up on leads to acquire new clients
Recommend retirement strategies and investment product recommendations

Requirements

What you’ll need

FINRA SIE, Series 6, 63 and 65 required
FINRA Series 7 and State Insurance Licenses will be required as our product offering expands
Bachelor’s degree preferred
1-3+ years of Financial Services experience, preferably in phone and/or sales roles
CRPC designation a plus

Benefits

Comp & perks

health, dental, mental health, and vision insurance
short- and long-term disability insurance
life and AD&D insurance coverage
adoption/surrogacy assistance
wellness benefits
employee/family assistance plans
various retirement savings plans (including pension/401(k) savings plans and 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

retirement strategiesinvestment product recommendationsfinancial services

Soft Skills

client communicationsales skillscustomer service

Certifications

FINRA SIESeries 6Series 63Series 65Series 7State Insurance LicensesCRPC designation