Financial Consultant

Manulife

Financial Consultant at Manulife John Hancock delivering financial solutions and retirement goals to clients. Responsible for assessing client needs and providing informed investment decisions.

Posted 4/11/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesJunior💰 $40,000 - $66,700 per yearWebsite

About the role

Key responsibilities & impact

Provide financial education, guidance, and fundamental solutions to IRA customers
Respond to inbound calls and assess customer needs
Guide clients in making informed investment decisions
Stay informed of market trends and retirement regulations
Deliver outstanding customer experience in a professional manner
Participate in training and coaching development programs

Requirements

What you’ll need

Bachelor’s degree preferred
1-3 years of Financial Services experience
FINRA SIE, Series 6, 63 required
Series 65 required within 6 months of hire date

Benefits

Comp & perks

Health insurance
Dental insurance
Mental health benefits
Vision insurance
Short- and long-term disability insurance
Life and AD&D insurance coverage
Retirement savings plans
Paid time off
Adoption/surrogacy and wellness benefits
Employee/family assistance plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial educationinvestment decisionsmarket trendsretirement regulations

Soft Skills

customer experiencecommunicationguidanceprofessionalism

Certifications

FINRA SIESeries 6Series 63Series 65