John Hancock · 7 hours ago
Wealth Specialist
Boston, MA
Full-time
Hybrid
Entry Level
1+ years expJohn Hancock is a leading international financial services provider, and they are seeking a Wealth Specialist to deepen relationships with clients and deliver financial solutions. The role involves providing financial education and guidance to clients, assessing their needs, and helping them make informed decisions about their retirement accounts.
Financial ServicesMedicalSecurity
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
Qualification
Required
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
Benefits
Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
Adoption/surrogacy and wellness benefits
Employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
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
Full range of statutory leaves of absence
Company
John Hancock
John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.
10001+ employees
H1B Sponsorship
John Hancock has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (53)
2023 (44)
2022 (53)
2021 (45)
2020 (58)
Funding
Current Stage
Late StageLeadership Team
H
Hector Martinez
Head of Insurance
Recent News
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