Retirement Financial Advisor
Core
Phone-based financial advisor providing retirement, investment, and wealth planning guidance to existing IRA clients and referrals.
Role type
Senior IC financial advisor (phone-based)
Builds
Personalized financial plans and investment strategies for clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning, Investment guidance, Client relationship management, Regulatory compliance, Needs analysis, Sales lead follow-up
Preferred skills
Bachelor's degree, 5+ years financial services experience, CRPC designation
Technologies
Manulife John Hancock Wealth offerings
Responsibilities
Respond to inbound calls and assess client needs, Analyze client circumstances and present investment options, Educate clients on retirement concepts, Achieve monthly productivity targets, Stay informed on market trends and regulations, Participate in training and coaching programs