Talent.com
Wealth Specialist
Wealth SpecialistManulife and John Hancock • Boston, MA, United States
Wealth Specialist

Wealth Specialist

Manulife and John Hancock • Boston, MA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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.
  • #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 I Pay Transparency

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

    serp_jobs.job_alerts.create_a_job

    Wealth Specialist • Boston, MA, United States

    Job_description.internal_linking.related_jobs
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • Boston, MA, US
    serp_jobs.job_card.permanent
    serp_jobs.filters_job_card.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, ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Travel CT Technologist

    Travel CT Technologist

    Springboard Healthcare • Salem, MA, US
    serp_jobs.job_card.full_time
    Springboard Healthcare is seeking a travel CT Technologist for a travel job in Salem, Massachusetts.Job Description & Requirements. Springboard Healthcare Job ID #805022.Pay package is based on ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapy Assistant

    Travel Physical Therapy Assistant

    LanceSoft • Lawrence, MA, US
    serp_jobs.job_card.permanent
    LanceSoft is seeking a travel Physical Therapy Assistant for a travel job in Lawrence, Massachusetts.Job Description & Requirements. We’re proud to be recognized by Staffing Industry Analy...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Mental Health Professional

    Mental Health Professional

    VitalCore Health Strategies Careers • Bridgewater, Massachusetts, US
    serp_jobs.job_card.full_time
    Join the VitalCore Team in Massachusetts!.We’re people who are fueled by passion, not by profit.VitalCore Health Strategies (VCHS), an industry leader in Correctional Health Care, has an opening fo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Management Consultant

    Wealth Management Consultant

    Voya Financial • Boston, MA, United States
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist - $2,642 per week

    Travel CT Technologist - $2,642 per week

    Anders Group • Salem, MA, United States
    serp_jobs.job_card.full_time
    Anders Group is seeking a travel CT Technologist for a travel job in Salem, Massachusetts.Job Description & Requirements. Pay package is based on 12 hour shifts and 36 hours per week (subject to con...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Management Associate

    Wealth Management Associate

    Morgan Stanley • Boston, MA, US
    serp_jobs.job_card.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Activities Specialist - COTA

    Activities Specialist - COTA

    Element Care Careers • Beverly, Massachusetts, US
    serp_jobs.job_card.full_time
    Great Life work Balance position with excellent benefits! .Incumbent assists the Manager of Habilitation and Activities by delivering programs and activities that will support habilitation, wellnes...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist - $2,948 per week

    Travel CT Technologist - $2,948 per week

    First Connect Health • Salem, MA, United States
    serp_jobs.job_card.full_time
    First Connect Health is seeking a travel CT Technologist for a travel job in Salem, Massachusetts.Job Description & Requirements. First Connect Health Job ID #25-285132.Pay package is based on 8 hou...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel CT Technologist - $2,733 per week

    Travel CT Technologist - $2,733 per week

    MedPro Healthcare Allied Staffing • Salem, MA, United States
    serp_jobs.job_card.full_time
    MedPro Healthcare Allied Staffing is seeking a travel CT Technologist for a travel job in Salem, Massachusetts.Job Description & Requirements. Joint Commission-certified staffing agency, is seeking ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Specialist

    Wealth Specialist

    Manulife • Boston, MA, United States
    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 ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Lead Wealth Planning Strategist

    Senior Lead Wealth Planning Strategist

    Wells Fargo • Boston, MA, United States
    serp_jobs.job_card.full_time
    The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well as developing / bringing new client relationships of $10MM...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Planning Associate

    Wealth Planning Associate

    SDL Search Partners • Boston, MA, United States
    serp_jobs.job_card.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....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    Host Healthcare • Salem, MA, US
    serp_jobs.job_card.full_time
    Host Healthcare is seeking a travel CT Technologist for a travel job in Salem, Massachusetts.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per week (subject ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Business Development Specialist / Healthcare Sales

    Business Development Specialist / Healthcare Sales

    BrightSpring Health Services • Woburn, MA, United States
    serp_jobs.job_card.full_time
    Business Development Specialist / Healthcare Sales.Rehab Without Walls Neuro Rehabilitation.Rehab Without Walls Neuro Rehabilitation. The Business Development Specialist will support various busines...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    Lucid Staffing Solutions • Salem, MA, US
    serp_jobs.job_card.full_time
    Lucid Staffing Solutions is seeking a travel CT Technologist for a travel job in Salem, Massachusetts.Job Description & Requirements. Radiologic Technologist ready to make a meaningful impact wh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Leadership Development Program Associate

    Leadership Development Program Associate

    Pursuit Aerospace • Newburyport, MA, United States
    serp_jobs.job_card.full_time +1
    Founded on a commitment to relentless, continuous operational improvement and extraordinary customer service, we at Pursuit Aerospace pride ourselves on competitive cost structures, exceptional on-...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Special Agent, $40,000 Recruitment Incentive

    Special Agent, $40,000 Recruitment Incentive

    The United States Secret Service • Wakefield, MA, United States
    serp_jobs.job_card.full_time
    Recruitment Incentive : Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive detail...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted