Talent.com
Associate Wealth Consultant
Associate Wealth ConsultantManulife and John Hancock • Boston, MA, United States
Associate Wealth Consultant

Associate Wealth Consultant

Manulife and John Hancock • Boston, MA, United States
1 day ago
Job type
  • Full-time
Job description

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 using our Manulife John Hancock product offering(s).

Supported with an array of resources, Financial Consultants 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 Consultants who believe in our mission of helping our customers find confidence in retirement and who personify our values.

If these qualities reflect who you are and who you aspire to be, you'll thrive as a Financial Consultant at Manulife John Hancock Wealth :

  • Demonstrates curiosity in exploring client needs
  • Efficient and resourceful, delivering consistent value
  • Passionate about discovering solutions with an entrepreneurial approach
  • Proud of your investment knowledge and driven to match clients with the right solutions
  • Embraces accountability, learns from setbacks, and strives for continuous improvement

Position Responsibilities :

  • You are a vital member of our employee channel phone-based team focused on providing point-in-time advice to our exiting IRA customers, referrals from other service centers and then helping these customer's make good decisions about their existing retirement assets.
  • You are part of our team of financial consultants primarily responding to inbound calls, but also you may proactively engaging disengaged customers to become re-engaged with John Hancock.
  • Your advice involves discussing the customer's current investment situation and knowing about the available John Hancock mutual fund products to help the customers make informed decisions on what 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 and for advancement.
  • Preferred Qualifications :

  • Bachelor's degree preferred.
  • 1-3+ years of Financial Services experience, preferably in phone and / or sales roles
  • Advancement opportunities within role or Sr Financial Consultant requires time spent working in the role, consistent level of performance and the obtainment of securities licenses and working towards CFP certification will be required.
  • 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.
  • #LI-JH

    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

    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 recruitment@manulife.com.

    Working Arrangement

    Hybrid

    Salary & Benefits

    Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact recruitment@manulife.com for additional information.

    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.

    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.)

    Create a job alert for this search

    Wealth Consultant • Boston, MA, United States

    Related jobs
    Wealth Management Associate

    Wealth Management Associate

    Moody Street Group • Boston, MA, US
    Full-time
    Quick Apply
    The Moody Street Group, LLC , a general agency appointed with OneAmerica Financial , works with a diverse clientele including individuals, business owners, professionals and families.We assist our ...Show more
    Last updated: 30+ days ago
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Boston, MA, US
    Permanent
    Quick Apply
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...Show more
    Last updated: 30+ days ago
    Wealth Management Consultant

    Wealth Management Consultant

    Voya Financial • Boston, MA, United States
    Part-time
    Together we fight for everyone's opportunity for a better financial future.We will do this together - with customers, partners and colleagues. We will fight for others, not against : We will stand up...Show more
    Last updated: 24 days ago • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Partners Wealth • Boston, MA, United States
    Full-time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...Show more
    Last updated: 24 days ago • Promoted
    Remote Writing Consultant

    Remote Writing Consultant

    Outlier • Brockton, MA, United States
    Remote
    Full-time
    Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...Show more
    Last updated: 1 day ago • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Financial Partners Inc. • Boston, MA, United States
    Full-time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...Show more
    Last updated: 30+ days ago • Promoted
    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

    PricewaterhouseCoopers • Boston, MA, United States
    Full-time
    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...Show more
    Last updated: 24 days ago • Promoted
    Associate Director, Search & Evaluation

    Associate Director, Search & Evaluation

    Novartis Group Companies • Cambridge, MA, United States
    Full-time
    Location : this role will be based in Cambridge, MA US.The Novartis Strategy & Growth, Corporate and Business Development team is seeking a new Associate Director, Search and Evaluation (S&E).This i...Show more
    Last updated: 20 days ago • Promoted
    Associate Consultant

    Associate Consultant

    Marsh McLennan • Boston, Massachusetts, United States
    Full-time
    This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Associate...Show more
    Last updated: 1 day ago • Promoted
    Associate Actuary

    Associate Actuary

    Humana Inc • Boston, MA, United States
    Full-time
    Become a part of our caring community and help us put health first.The Associate Actuary, Valuation is responsible for estimates of short term and long term reserves required for unpaid claim liabi...Show more
    Last updated: 17 days ago • Promoted
    Wealth Management Associate

    Wealth Management Associate

    Morgan Stanley • Boston, MA, US
    Full-time
    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. As senior members of the servi...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor Associate

    Wealth Advisor Associate

    Confidential • Boston, MA, United States
    Full-time
    Join a premier investment advisor and manager dedicated to delivering sophisticated financial solutions.We are looking for ambitious Wealth Advisor Associates to join our Private Wealth Division.Th...Show more
    Last updated: 24 days ago • Promoted
    Wealth Planning Associate

    Wealth Planning Associate

    SDL Search Partners • Boston, MA, United States
    Full-time
    About the job Wealth Planning Associate.Wealth Planning Associate (Remote Options).National Wealth Management firm is looking to add a Wealth Planning Associate to the Relationship Management team....Show more
    Last updated: 24 days ago • Promoted
    Asset Wealth Management Consulting Manager

    Asset Wealth Management Consulting Manager

    PwC • Boston, MA, United States
    Full-time
    At PwC, our people in operations consulting specialise in providing consulting services on optimising operational efficiency and effectiveness. These individuals analyse client needs, develop operat...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Client Services Associate (Hybrid)

    Wealth Client Services Associate (Hybrid)

    Gwkinvest • Boston, MA, United States
    Full-time
    A leading investment management firm in Boston is seeking a Client Service Associate to act as a liaison between clients and the portfolio management team. The candidate will be responsible for resp...Show more
    Last updated: 8 days ago • Promoted
    Wealth Client Services Associate — Client-Facing & Growth

    Wealth Client Services Associate — Client-Facing & Growth

    Masis Professional Group • Boston, MA, United States
    Full-time
    A well-established wealth management organization based in Boston is seeking a Registered Client Associate to enhance client experiences and support Financial Professionals.The ideal candidate will...Show more
    Last updated: 10 days ago • Promoted
    Associate, Portfolio Valuation and Complex Securities

    Associate, Portfolio Valuation and Complex Securities

    Stout • Boston, MA, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor Associate Intern

    Wealth Advisor Associate Intern

    Mission Wealth • Boston, MA, United States
    Part-time
    As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc.Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded part-time....Show more
    Last updated: 4 days ago • Promoted