Wealth Management Sales Associate (Series 7 track)
Manulife Financial, Tempe, AZ, United States
The Opportunity
This role is a front‑line entry point into investment sales and a clear path to an Inside Wholesaler role.
You’ll work directly alongside experienced Internal Business Consultants and Sales Leaders to support financial advisors across the U.S. and Canada and help grow the business.
You’ll combine sales support, relationship building, and analysis—partnering on territory strategy, preparing insights for advisor conversations, and helping deliver product updates that drive real client outcomes. This is not a purely analytical or back‑office role; it’s designed for people who enjoy working with others, influencing decisions, and building toward a client‑facing sales career.
Over time, you’ll develop strong knowledge of investment products such as mutual funds, ETFs, college savings plans, and managed portfolios, while gaining hands‑on exposure to how a sales desk operates day to day.
Within your first 120 days, you’ll complete the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. All licensing costs are fully covered, and you’ll receive structured training, paid study time during working hours, and ongoing support to set you up for success.
As part of this role, you’ll begin your career as a licensed financial professional. The next step moving into an Inside Wholesaler role involves proactive, high‑volume phone outreach each day to build relationships and grow business, making this a great fit for individuals who genuinely enjoy connecting with people.
Position Responsibilities
Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies
Partner on projects for department initiatives to fully implement new processes, and Sales strategies across territories
Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
Assist in Continuing Education (CE) reporting process for large events
Help drive attendance to local events hosted by externals
Required Qualifications
Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics, Mathematics, Statistics, or similar program is helpful
Completion of Securities Industry Essentials (SIE) exam preferred
Completion of Series 7 and Series 66 securities licenses within 120 days of hire
Proven curiosity about Capital Markets
Desire to acquire sales experience within the financial services industry
Proven relationship management skills, including the ability to work in a team environment
Strong time management, organizational, and problem‑solving skills
Ability to learn and adapt quickly while applying creativity
Ability to work in a fast‑paced environment, with passion and a positive attitude
Benefits
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
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.
Salary and Working Arrangement Location: Tempe, Arizona
Working arrangement: Hybrid
Salary range: $45,000.00 USD – $75,000.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience and education/training.
For job locations outside the primary location, contact hr@manulife.com for the salary range for your location.
Equal Opportunity Employer Statement 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 hr@manulife.com.
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You’ll work directly alongside experienced Internal Business Consultants and Sales Leaders to support financial advisors across the U.S. and Canada and help grow the business.
You’ll combine sales support, relationship building, and analysis—partnering on territory strategy, preparing insights for advisor conversations, and helping deliver product updates that drive real client outcomes. This is not a purely analytical or back‑office role; it’s designed for people who enjoy working with others, influencing decisions, and building toward a client‑facing sales career.
Over time, you’ll develop strong knowledge of investment products such as mutual funds, ETFs, college savings plans, and managed portfolios, while gaining hands‑on exposure to how a sales desk operates day to day.
Within your first 120 days, you’ll complete the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. All licensing costs are fully covered, and you’ll receive structured training, paid study time during working hours, and ongoing support to set you up for success.
As part of this role, you’ll begin your career as a licensed financial professional. The next step moving into an Inside Wholesaler role involves proactive, high‑volume phone outreach each day to build relationships and grow business, making this a great fit for individuals who genuinely enjoy connecting with people.
Position Responsibilities
Establish and nurture relationships with Internal Sales Management and Internal Business Consultants
Conduct research and thoroughly analyze competitor products to gain proficiency in understanding how those products will interact with the overall composition of our clients’ portfolios
Partner with Internal Business Consultants to provide reporting, analysis, and insights to registered representatives, helping them identify investing opportunities and proactively uncover any potential market issues, so they can improve portfolio construction
Work alongside Internal Business Consultants to unveil opportunities to improve the efficiency and effectiveness of the Internal Sales Desk
Participate in roundtable discussions and feedback sessions to increase industry knowledge and product expertise
Maintain competitive intelligence by attending meetings and engaging other internal departments to understand John Hancock’s internal strategies
Partner on projects for department initiatives to fully implement new processes, and Sales strategies across territories
Serve as priority point of contact for inbound sales inquiries and potential client relationship development opportunities
Assist in Continuing Education (CE) reporting process for large events
Help drive attendance to local events hosted by externals
Required Qualifications
Bachelor’s degree or equivalent experience in Business, Commerce, Economics, Analytics, Mathematics, Statistics, or similar program is helpful
Completion of Securities Industry Essentials (SIE) exam preferred
Completion of Series 7 and Series 66 securities licenses within 120 days of hire
Proven curiosity about Capital Markets
Desire to acquire sales experience within the financial services industry
Proven relationship management skills, including the ability to work in a team environment
Strong time management, organizational, and problem‑solving skills
Ability to learn and adapt quickly while applying creativity
Ability to work in a fast‑paced environment, with passion and a positive attitude
Benefits
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
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.
Salary and Working Arrangement Location: Tempe, Arizona
Working arrangement: Hybrid
Salary range: $45,000.00 USD – $75,000.00 USD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job‑related factors such as knowledge, skills, qualifications, experience and education/training.
For job locations outside the primary location, contact hr@manulife.com for the salary range for your location.
Equal Opportunity Employer Statement 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 hr@manulife.com.
#J-18808-Ljbffr