Hybrid Financial Consultant

Posted 2 weeks ago

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About the role

  • provide point-in-time advice to exiting IRA customers
  • respond to inbound calls and proactively engage disengaged customers
  • discuss customer’s current investment situation
  • know about John Hancock mutual fund products

Requirements

  • 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
  • Bachelor’s degree preferred
  • 1-3+ years of Financial Services experience, preferably in phone and/or sales roles
  • consistent level of performance and the obtainment of securities licenses and working towards CFP certification will be required

Benefits

  • health, dental, mental health, vision insurance coverage
  • short- and long-term disability insurance
  • life and AD&D insurance coverage
  • adoption/surrogacy benefits
  • wellness benefits
  • employee/family assistance plans
  • retirement savings plans (including pension/401(k) plans and a global share ownership plan with employer matching)
  • financial education and counseling resources
  • up to 11 paid holidays
  • 3 personal days
  • 150 hours of vacation
  • 40 hours of sick time (or more where required by law)
  • full range of statutory leaves of absence

Job title

Financial Consultant

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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