Hiring: Retirement Financial Consultant Company: Manulife Location: Boston, MA Job Posted Time: 2026-09-02 17:59:42 Employment Type: Full-time Target Skills & Keywords: Retirement Planning, Financial Services, Series 7, Series 63, Series 65, FINRA SIE, IRA, Investment Advisory, Client Relationship Management, Sales, Phone-Based Advisory, Asset Growth, Client Retention Experience: - 3–5 years of financial services experience, preferably in phone-based and/or sales roles. - Opportunity to advance into more senior financial advisor roles as the business grows. Required Skills: - Respond to inbound calls from existing IRA clients and referrals, assess client needs, and help clients make informed investment decisions. - Quickly analyze each client's circumstances, present relevant options, and educate clients on retirement and investment concepts to identify opportunities to deepen relationships and gather additional assets. - Assist clients with account and investment questions, including asset movement, trading, and day-to-day service inquiries. - Work collaboratively with the team and refer clients who require more sophisticated advice to senior advisors. - Achieve monthly productivity targets, including timely follow-up on sales leads and client opportunities. - Stay informed about market trends, retirement regulations, and the full range of Manulife John Hancock Wealth solutions. Qualifications: - FINRA SIE and Series 7 and 63 licenses; Series 65 required within 90 days of being hired. - Bachelor's degree preferred. - Strong client service and sales skills, with the ability to quickly uncover client needs and present appropriate solutions. - Strong retirement and investment knowledge, with the ability to educate clients on available solutions. - Ability to manage time and resources efficiently and work effectively within a collaborative team structure. - Motivated by solving problems, thrives in an environment of empowerment and accountability, and applies lessons from setbacks to improve performance. Compensation: - Salary range: $40,000.00 – $66,700.00 USD (for applicants in Massachusetts). 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!