Retirement Financial Advisor

Manulife - Boston, MA

Hiring: Retirement Financial Advisor Company: Manulife Location: Boston, MA Job Posted Time: 2026-09-15 17:59:42 Employment Type: Full-time Target Skills & Keywords: Retirement Planning, Investment Advice, Wealth Planning, Financial Services, Client Relationship Management, Telephone-Based Advisory, FINRA Series 7, Series 63, Series 65, SIE, Insurance Licensing, Sales, Compliance, CRPC Experience: - 5+ years of financial services experience preferred, preferably in phone-based and/or sales roles. - Open to established advisors as well as those looking to accelerate their career, with a clear path for growth into more senior advisor roles. Required Skills: - Deliver personalized retirement, investment, and wealth planning advice to clients through telephone-based conversations. - Engage a steady flow of qualified client opportunities, understanding each client's goals and recommending suitable solutions. - Build and deepen long-term client relationships that support asset growth and client retention. - Partner with experienced leaders, planning resources, and team members through coaching, mentorship, and shared best practices. - Maintain all required licensing and adhere to applicable regulatory, compliance, and suitability standards. Qualifications: - FINRA SIE and Series 7, 63, and 65 licenses. - State insurance licenses will be required as product offerings expand. - Bachelor's degree preferred. - CRPC designation preferred. Compensation: Not specified. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don’t miss this opportunity to join a forward-thinking team!