Jobs · Finance · Pennsylvania

Financial Advisor - Armco Credit Union

LPL Financial · Butler, PA · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info, not invent or summarize away detail. Remove boilerplate, navigation, legal, EEO, scam warning, duplicated lines, application instructions. So we need to parse the posting. Let's extract content: First paragraph: "Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at ARMCO CREDIT UNION in Butler, PA would allow you to join Armco Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ARMCO CREDIT UNION supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to ARMCO CREDIT UNION for financial solutions. This position will offer: The ability to service an existing book of business upon hireThe ability to build a strong client base with the credit union’s exceptional referral systemSeveral branch territories with significant deposit base, which includes current members who need an advisor to support their financial goalsThe opportunity to find new clients via the credit union’s member baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL’s combination of tools, technology, and supportThe benefit of LPL’s experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the credit union’s reputation and community standing" Then: "As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client’s goals Whatever your vision of success, we’re with you every step of the way." Then: "Requirements: Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience" Then: "Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ARMCO CREDIT UNION. Tracking # 1-05026674 Pay Range:50000 - 75000 The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation." We need to remove application instructions: "Apply online at:" and the sentence after? The instruction says remove application instructions. So we should drop "Apply online at:" and the sentence "By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses." Also drop "REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, ARMCO CREDIT UNION." Also drop "Tracking # 1-05026674". Keep Pay Range and salary details. We also need to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The disclosure might be considered legal; but it's about offering through LPL; maybe we keep? The instruction says remove legal/EEO/equal-opportunity/scam-warning boilerplate. The disclosure is legal; we should drop it. So drop that sentence. Thus remaining substantive info: - Intro paragraph about opportunity, location, role description. - List of what the position will offer (multiple bullet-like sentences). - Partnership benefits paragraph. - Requirements list. - Pay Range and salary details (including note about dependent factors and eligibility for sales incentive compensation). We need to structure into sections. Possible sections: - About the role (intro description) - Responsibilities (maybe the list of what the position will offer could be responsibilities? Actually those are offerings/benefits? They are more like what the position offers: ability to service existing book, build client base, etc. Could be considered responsibilities or opportunities. Could be "Responsibilities" or "Opportunities". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content. We have: - About the role: description of role, location, partnership, etc. - Responsibilities: maybe the list of what the position will offer (service existing book, build client base, etc.) could be considered responsibilities/duties. - Requirements: Series 7 and 66, Insurance license, 3+ years investment sales experience. - Qualifications: maybe not separate; we could combine with Requirements? But we need to only include sections with real content. We could put Requirements and maybe Qualifications if we have distinct content. We don't have separate qualifications beyond requirements. Could skip Qualifications. - Skills: maybe not explicitly listed; we could infer but not invent. So skip. - Benefits: the partnership benefits paragraph (access to proprietary technology, open architecture platform, resources, freedom to create solutions). Also maybe the earlier list of what position will offer could be considered benefits. But we already used that for responsibilities. Could split: responsibilities = duties (service existing book, build client base, etc.) ; benefits = partnership benefits (technology, platform, resources, freedom). Also the earlier list includes "The ability to grow your business with LPL’s combination of tools, technology, and support" which overlaps with benefits. Might be ambiguous. We'll decide. - Pay: Pay Range and salary details. - Schedule: not mentioned; skip. We must not create sections with filler. So only include sections we have real content for: About the role, Responsibilities, Requirements, Benefits, Pay. Now we need to format with

for each heading, then content in

or

  • for lists. We need to preserve all substantive information; do not invent or summarize away detail. So we need to keep the exact sentences? We can keep them as is, but we can break into paragraphs. We must not repeat job title as heading. Not include Job ID etc. Let's extract exact sentences. Intro paragraph: "Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at ARMCO CREDIT UNION in Butler, PA would allow you to join Armco Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ARMCO CREDIT UNION supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to ARMCO CREDIT UNION for financial solutions." We could keep as one paragraph. Then the list of what the position will offer: It's a series of statements separated by no punctuation? Actually they are concatenated: "This position will offer: The ability to service an existing book of business upon hireThe ability to build a strong client base with the credit union’s exceptional referral systemSeveral branch territories with significant deposit base, which includes current members who need an advisor to support their financial goalsThe opportunity to find new clients via the credit union’s member baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL’s combination of tools, technology, and supportThe benefit of LPL’s experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the credit union’s reputation and community standing" We need to split into list items. Each item starts with capital letter after previous sentence? We can parse: - The ability to service an existing book of business upon hire - The ability to build a strong client base with the credit union’s exceptional referral system - Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals - The opportunity to find new clients via the credit union’s member base - The opportunity to create client solutions without proprietary products - The ability to grow your business with LPL’s combination of tools, technology, and support - The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs - The opportunity to capitalize on the credit union’s reputation and community standing We'll make
    • for each. Then partnership benefits paragraph: "As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client’s goals Whatever your vision of success, we’re with you every step of the way." We need to split into list items after "Your partnership includes:": - Access to our proprietary technology and a suite of customized services - An open architecture platform with access to thousands of investment products from leading third-party product sponsors - Resources and expertise across the firm to help you create client solutions - The freedom to create solutions specific to your client’s goals - Whatever your vision of success, we’re with you every step of the way. But the last sentence is not a bullet; it's a separate sentence. Could keep as paragraph. We'll treat as
      • for the first four, then a

        for the last sentence. Now Requirements: "Series 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience" Split: - Series 7 and 66 (63/65) required - Insurance license required - Three or more years of investment sales experience Now Pay: "Pay Range:50000 - 75000 The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation." We need to keep that as paragraph(s). Could be one

        . Now we need to output HTML fragment only. Let's craft:

        About the role

        Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at ARMCO CREDIT UNION in Butler, PA would allow you to join Armco Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at ARMCO CREDIT UNION supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to ARMCO CREDIT UNION for financial solutions.

        Responsibilities

        • The ability to service an existing book of business upon hire
        • The ability to build a strong client base with the credit union’s exceptional referral system
        • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals
        • The opportunity to find new clients via the credit union’s member base
        • The opportunity to create

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