Jobs · Finance · Kansas

Financial Advisor

Commerce Bank · Overland Park, KS · 1 mo ago
On-siteFinance$50k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "About Working At Commerce" (intro), "Compensation Range", "About This Job", "Essential Functions", "Knowledge, Skills, & Abilities Required", "Education & Experience", "Benefits", "Location", "Time Type". Need to follow rules: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
  • for any list of duties/requirements/benefits, and

    for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove boilerplate, duplicated lines, application instructions. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text. Prefer few substantive sections over many thin ones. We need to decide which sections to include based on content. We have: - About Working At Commerce: intro paragraph about culture, mission. Could be "About the role"? Actually "About Working At Commerce" is more about company. Could be "About the role"? But we have "About This Job" later. The instructions say use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should map content to those headings where appropriate. We have: - About Working At Commerce: could be "About the role"? Not exactly. Might be better as a general intro paragraph before headings? The instruction: "Do NOT repeat the job title as a heading (the page already shows it)". It doesn't forbid having an introductory paragraph before any heading. We can include a

    for that intro. - Compensation Range: includes salary range $50k-$50k (same). Also mentions additional compensation via performance-based incentive plan. This is Pay info. So we can have a

    Pay

    with details. - About This Job: description of purpose: "The main purpose of this job is to sell investment products to individual investors." Could be part of "About the role" or "Responsibilities". We'll treat as "About the role". - Essential Functions: list of duties. That's Responsibilities. - Knowledge, Skills, & Abilities Required: list of skills. That's Skills/Requirements. - Education & Experience: qualifications. That's Qualifications. - Benefits: list of benefits. That's Benefits. - Location and Time Type: could be combined into a short

    maybe under a heading? Not required to have heading for location/time. Could be a

    with location and schedule. We must not create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay (compensation range) and Benefits (list). Schedule: we have Time Type: Full time. That's schedule info. So we can include a Schedule section. We must avoid filler like "commensurate with experience". The posting says "Annual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.)" That's specific, not filler. Also "A reasonable estimate of the current base pay is $50,000 annually." That's also specific. So we can include Pay. We must not include duplicated lines. Need to watch for duplicate content: The compensation range appears twice? There's "Compensation Range Annual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.)" and later "A reasonable estimate of the current base pay is $50,000 annually." Also mention performance-based incentive plan. We'll combine. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. The posting includes some legal text about motor vehicle driving record review, pay transparency, etc. Those are not boilerplate? They are substantive? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. The motor vehicle record review and pay transparency might be considered legal boilerplate? It's about eligibility and legal compliance. Might be considered boilerplate? The instruction says remove legal boilerplate. So we should omit those paragraphs about motor vehicle record, pay transparency, eligibility to work in US, etc. Also the sentence about "For individuals applying, assigned and/or hired to work in areas with pay transparency requirements..." is legal boilerplate. Remove. Also remove "Click here to learn more." (application instruction). Remove "Location: ..." and "Time Type: Full time" maybe we keep as info but not as heading? We can include them in a

    under maybe "Location & Schedule". But we have Schedule heading; we can include time type there. Location we could include in a

    under Schedule or separate? The instruction says we can have Schedule section; location could be a

    within that or separate

    without heading. Probably better to include location in a

    after Schedule heading or as part of Schedule section. We must not invent or summarize away detail. Keep all substantive info: The intro paragraph about culture, the purpose, essential functions list, knowledge/skills list, education/experience requirements, benefits list, compensation range, location, time type. We must not repeat job title as heading. Not needed. We must not create sections with filler. So we will have sections: About the role (intro + purpose?), Responsibilities (essential functions), Skills (knowledge, skills, abilities), Qualifications (education & experience), Benefits, Pay, Schedule (location + time type). Possibly also "About the company" but not needed. We need to decide what goes into About the role: Could combine the introductory paragraph about working at Commerce and the "About This Job" purpose sentence. That seems appropriate. Responsibilities: list of essential functions. Skills: list of knowledge, skills, & abilities required. Qualifications: education & experience. Benefits: list of benefits. Pay: compensation range + base pay + incentive plan. Schedule: location and time type. Now we need to format using

    for each section heading. Use
    • for any list. Use

      for prose. We must output only HTML fragment, no /, no markdown. Let's craft. First, intro paragraph: "About Working At Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk." That's a bit long but we keep. Then About This Job purpose: "The main purpose of this job is to sell investment products to individual investors." We can combine into About the role section: maybe two paragraphs. Now Responsibilities: essential functions list: - Manage an existing client book of business with recurring revenue - Partner with internal team members to generate new business opportunities - Contact customers to introduce your planning, investment and insurance services - Leverage digital tools to enhance your client’s experience, including MoneyGuidePro, eSignature and SalesForce - Perform other duties as assigned Make

      • . Skills: Knowledge, Skills, & Abilities Required list: - Strong knowledge of the brokerage and financial services industry - Strong ability to build client relationships and sell financial services - Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities - Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills - Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values - Basic level proficiency with Microsoft Word, Excel, Teams and Outlook Make list. Qualifications: Education & Experience: - Bachelor's degree or equivalent combination of education and experience required. - 5+ years related financial services experience required - FINRA Series 7 & 66 licenses, and Life & Health licenses required. - Clean CRD required. - Level of role is determined by knowledge, experience, skills, abilities, and education We could keep as list. Benefits: list: - employer sponsored health, dental, and vision insurance - 401(k) - life insurance - paid vacation - paid personal time - career development - education assistance - voluntary supplemental benefits Make list. Pay: Compensation Range: - Annual Salary: $50,000.00 - $50,000.00 (Amount based on relevant experience, skills, and competencies.) - A reasonable estimate of the current base pay is $50,000 annually. - This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. We can put as

        sentences or list. Since it's not a list of items but statements, we can use

        . Schedule: Location and Time Type: - Location: 9501 Antioch Road, Overland Park, Kansas 66212 - Time Type: Full time We can put as

        or list. Use

        . Now ensure we don't include any boilerplate like "Must be eligible to work in the US without sponsorship now or in the future." That's legal boilerplate; remove. Also remove "For this position, Commerce Bank will review your motor vehicle driving record..." etc. Remove. Also remove "Click here to learn more." Remove. Now check for duplicated lines: The compensation range appears twice; we combined. Now produce HTML. We need to open with maybe a

        for intro, then

        About the role

        with

        intro and purpose? Actually we already have intro paragraph before heading? Could put intro as

        then heading About the role with purpose paragraph. Or we could include intro inside About the role as a

        . The instruction: "Use

        for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid having a

        before first heading. But we can include the introductory paragraph as part of About the role section: maybe first

        under About the role. Thus:

        About the role

        About Working At Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

        The main purpose of this job is to sell investment products to individual investors.

        Then Responsibilities:

        Responsibilities

        • Manage an existing client book of business with recurring revenue
        • Partner with internal team members to generate new business opportunities

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