Talent.com
Wealth Specialist
Wealth SpecialistMassachusetts Staffing • Boston, MA, US
Wealth Specialist

Wealth Specialist

Massachusetts Staffing • Boston, MA, US
4 days ago
Job type
  • Full-time
Job description

Wealth Specialist Position at Manulife John Hancock Wealth

Supported with an array of resources, the Wealth Specialist at Manulife John Hancock Wealth spend their time deepening relationships with an established base of clients and organically growing our practice through internal referrals to deliver financial solutions and retirement goals of the clients we serve. We hire and develop Wealth Specialist who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Specialist at Manulife John Hancock Wealth :

  • Deeply curious with a demonstrated ability to quickly uncover the needs of the client.
  • Manages time and resources efficiently and effectively to bring compounding value and excellence to our customers.
  • Motivated by resolving problems.
  • Takes tremendous pride in your knowledge of John Hancock products and services to diagnose the needs of customers, and unwavering work ethic.
  • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Position Responsibilities :

  • You are a vital member of our employee channel phone-based team passionate about providing financial education, guidance and fundamental solutions to our exiting IRA customers, referrals from other service centers, etc. and helping customers make good decisions about their existing retirement accounts.
  • Respond to inbound calls, assess customer needs, and guide them toward informed decisions for straightforward solutions.
  • Ability to quickly analyze and assess the unique needs of the customer then present options to resolve their needs.
  • Understanding when appropriate, you will refer customers who require more sophisticated advice to an Associate Wealth Consultant or Wealth Advisor.
  • Stay informed of market trends, and economic indicators to help the customer make informed decisions and provide sound guidance to them.
  • Detailed knowledge of the diverse range of John Hancock offerings and solutions we provide to our customers.
  • Assist customers and respond to their questions about account opening and / or funding their investment account(s).
  • Deliver outstanding customer experience in a professional manner while assisting clients in their decision-making process.
  • Achieve monthly productivity targets.
  • Participate in training and coaching development programs crafted to improve skills and provide opportunities for advancement.
  • Share successful customer engagement experiences and ideas for improvement in execution in a team environment.
  • Required Qualifications :

  • Bachelor's degree preferred.
  • 1-3 years of Financial Services experience, preferably in phone and / or sales type roles.
  • FINRA SIE, Series 6, 63 required and Series 65 required within 6 months of hire date.
  • 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.
  • Manulife Financial Corporation is an important international provider of financial services that helps people make decisions in an easier way and live better. For more information about us, visit www.manulife.com .

    Manulife is an employer that offers equal opportunities.

    In Manulife / John Hancock, we value our diversity. We strive to attract, train and retain a workforce as diverse as the clients we serve, and to foster an inclusive work environment in which the strengths of cultures and people are leveraged. We are committed to equity in hiring, retention, advancement, and compensation, and we manage all our practices and programs without discrimination on the basis of race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other aspect protected by current law. Our priority is to remove barriers to ensure equal access to employment. A Human Resources representative will work with applicants who require a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner consistent with Manulife / John Hancock's corresponding laws and policies. To request a reasonable accommodation in the application process, please send us a message at recruitment@manulife.com.

    Work Modalities : Hybrid

    Salary and Benefits : The salary will vary according to 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 receive incentive compensation linked to commercial and individual performance. Contact recruitment@manulife.com for more information.

    Manulife / John Hancock offers eligible employees a wide variety of customizable benefits, including health, dental, mental health, vision, short and long-term disability, life and accidental death and dismemberment insurance coverage, adoption / surrogacy, and wellness, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including 401(k) or pension plans and a global stock ownership plan with employer matching contributions) and financial counseling and education resources. Our generous U.S. paid time off program includes up to 11 holidays, 3 personal days, 150 vacation hours, and 40 sick hours (or more when required by law) per year, and we offer all types of leave contemplated by law.

    Company : John Hancock Life Insurance Company (U.S.A.)

    Create a job alert for this search

    Wealth Specialist • Boston, MA, US

    Related jobs
    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 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
    Family Intervention Specialist

    Family Intervention Specialist

    Youth Villages • Raynham, MA, US
    Full-time +1
    Youth Villages is a nationally recognized non-profit organization helping youth, young adults, and families live successfully. With a high-performing and dedicated staff of over 4,000, services in 2...Show more
    Last updated: 4 days ago • Promoted
    Developmental Specialist 3

    Developmental Specialist 3

    Bridgewell • Danvers, MA, USA
    Full-time
    Quick Apply
    Bridgewell delivers support through community housing, day programs, outpatient treatment, recovery services, education, and employment training. We're committed to helping people in need, from thos...Show more
    Last updated: 30+ days ago
    Senior Wealth Client Management Consultant

    Senior Wealth Client Management Consultant

    CAPTRUST • Boston, MA, United States
    Full-time
    Senior Wealth Client Management Consultant.Be among the first 25 applicants.CAPTRUST is seeking a full-time.Senior Wealth Client Management Consultant. The Client Management Consultant uses speciali...Show more
    Last updated: 8 days ago • Promoted
    Associate, Wealth Strategies Group

    Associate, Wealth Strategies Group

    Morgan Stanley • Boston, MA, US
    Full-time
    High Net Worth Sales Desk Specialist.Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 y...Show more
    Last updated: 30+ days ago • Promoted
    Senior Director, Major Gifts - Gift Planning

    Senior Director, Major Gifts - Gift Planning

    Northeastern University • Lexington, MA, United States
    Full-time
    Reporting to the Assistant Vice President, Individual Giving, the Sr Director of Major Gifts, Gift Planning will develop a broad strategic plan for an integrated, proactive gift planning program th...Show more
    Last updated: 8 days ago • Promoted
    Associate Wealth Advisor Wellesley, MA

    Associate Wealth Advisor Wellesley, MA

    Focus Financial Partners, LLC • Wellesley, MA, United States
    Full-time
    Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor.The individual selected for this opportunity will be distinguished in academic achievem...Show more
    Last updated: 8 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) / Private Wealth Advisor(s) / teams on a daily basis. As senior members of the service team, thro...Show more
    Last updated: 30+ days ago • Promoted
    Paid Social Specialist

    Paid Social Specialist

    Planday (Xero) • Dorchester, MA, US
    Full-time
    We are seeking a highly skilled and motivated Paid Social Specialist to join our dynamic marketing team.The ideal candidate will be passionate about leveraging paid social channels to drive measura...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Strategies Sales Support Analyst

    Wealth Strategies Sales Support Analyst

    Morgan Stanley • Boston, MA, US
    Full-time
    Morgan Stanley Investment Management Job Opportunity.Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, wit...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Client Associate (FP)

    Wealth Management Client Associate (FP)

    Bank of America • Hingham, MA, US
    Full-time
    Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...Show more
    Last updated: 2 days ago • Promoted
    Wealth Advisor

    Wealth Advisor

    CI Financial Corp. • Boston, MA, US
    Permanent
    At Corient, we help ultra-high / high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes ...Show more
    Last updated: 30+ days ago
    Wealth Client Services Associate – Flexible Balance

    Wealth Client Services Associate – Flexible Balance

    Prosperity Consulting Group • Boston, MA, United States
    Full-time
    A leading wealth management firm in Boston seeks a professional to manage client relationships and enhance engagement.Candidates should have a Bachelor's degree and a minimum of 3 years of relevant...Show more
    Last updated: 1 day ago • Promoted
    Associate Director Planned Giving

    Associate Director Planned Giving

    suffolk_university • Boston, MA, United States
    Full-time
    The Associate Director, Planned Giving, will work in concert with Senior Advancement Staff and Major Gift Officers to build a program that creates an identity and commitment to Suffolk University.T...Show more
    Last updated: 30+ days ago • Promoted
    Developmental Disabilities Specialist

    Developmental Disabilities Specialist

    Kaleidoscope ABA • Nashua, New Hampshire, United States
    Full-time +1
    Quick Apply
    Welcome to Kaleidoscope ABA Therapy, where your passion for making a difference takes center stage! We are on the lookout for dynamic and compassionate. Are you ready to unlock the extraordinary pot...Show more
    Last updated: 30+ days ago
    PWM Wealth Management Associate

    PWM Wealth Management Associate

    Morgan Stanley • Boston, MA, US
    Full-time
    Private Wealth Management Associate.The PWM Wealth Management Associates provide exceptional service to our Private Wealth Advisor(s) (PWAs) / teams on a daily basis. As senior members of the Private ...Show more
    Last updated: 30+ days ago • Promoted
    Legacy Gifts Director — Build Our Planned Giving Program

    Legacy Gifts Director — Build Our Planned Giving Program

    Squillace & Associates, P.C. • Boston, MA, United States
    Full-time
    A nonprofit organization focused on Alzheimer's research is seeking an experienced Director of Planned Giving.This role involves launching and leading a comprehensive gift planning program while ma...Show more
    Last updated: 3 days ago • Promoted