Jobs · Finance · Illinois

Financial Advisor - First Neighbor Bank

LPL Financial · Arthur, IL · 1 mo ago
Finance$45k–$100k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. Posting content: - Intro: "Bank Financial Advisor – First Neighbor Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Neighbor Bank in Casey, IL would allow you to join the Investment Program at First Neighbor Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at First Neighbor Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 First Neighbor Bank for financial solutions. This position will offer: ..." Then bullet list of what the position will offer (these are like benefits/responsibilities? Actually they are opportunities). 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: ..." (list of benefits). Then "Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience". Then "Apply online at: ..." (application instruction, to be removed). Then "By submitting an application, you are not applying for employment with LPL Financial. Employment is with First Neighbor Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses." (maybe meta). Then "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, First Neighbor Bank. Tracking # 1-05026674" (metadata). Then "Pay Range:$45,000 - $100,000 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." Thus we have: - About the role: maybe the introductory paragraph describing role, location, etc. - Responsibilities: maybe the list of what the position will offer? Actually those are opportunities/benefits. Could treat as Responsibilities? The list includes: ability to service existing book of business, ability to build client base, several branch territories, opportunity to find new clients via bank's client base, opportunity to create client solutions without proprietary products, ability to grow business with LPL's tools, benefit of LPL's experience, opportunity to capitalize on bank's reputation. Those are more like responsibilities/opportunities. Could be "Responsibilities" or "Opportunities". But we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map. - Requirements: Series 7 and 66, Insurance license, 3+ years investment sales experience. - Qualifications: maybe not separate; could be same as Requirements? But we should not duplicate. If we have Requirements, we may not need Qualifications unless there is distinct content. There's no explicit qualifications beyond requirements. - Skills: maybe not explicit; could infer from responsibilities? But we should not invent. So we skip Skills if no specific content. - Benefits: list from "Your partnership includes:" (Access to proprietary technology, open architecture platform, resources and expertise, freedom to create solutions). Also maybe the earlier list of benefits? But those were more about opportunities. We'll treat the partnership list as Benefits. - Pay: Pay Range $45,000 - $100,000 plus note about eligibility for sales incentive compensation. - Schedule: not mentioned; skip. Thus sections: About the role, Responsibilities, Requirements, Benefits, Pay. We need to use

for each section heading. Use
  • for any list of duties/requirements/benefits. Use

    for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. So we remove "Apply online at:" line, also the statement about not applying for LPL Financial, etc. Also remove REQUIRED DISCLOSURE and tracking #? That's metadata; we can drop as minor metadata folded into short

    or drop. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it." So we can drop the tracking # line entirely or put in a short p. Probably drop. Also remove the sentence "By submitting an application, you are not applying for employment with LPL Financial. Employment is with First Neighbor Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses." That's boilerplate/metadata; drop. Also remove "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, First Neighbor Bank." That's legal boilerplate; drop. Now we need to craft content. About the role: combine introductory paragraphs up to "This position will offer:"? Actually the "This position will offer:" introduces a list; we could treat that as Responsibilities. So About the role could be: "Bank Financial Advisor – First Neighbor Bank in Casey, IL. LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity allows you to join the Investment Program at First Neighbor Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program supports the local community with a complete menu of financial services. You will join a team dedicated to helping clients at every stage of their financial life. This position allows you to grow your career and business, helping the people and families that look to First Neighbor Bank for financial solutions." We must preserve all substantive information; we can paraphrase? The instruction says "Preserve ALL substantive information; do NOT invent or summarize away detail." Paraphrasing may be okay as long as we don't lose detail. But better to keep original sentences. However we need to format into

    . We can keep the original sentences but maybe break into paragraphs. Let's extract exact sentences: - "Bank Financial Advisor – First Neighbor Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients." This is a bit run-on. Actually original: "Bank Financial Advisor – First Neighbor Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients." There's missing punctuation. We'll keep as is? Might be awkward. But we can keep the text. Better to keep the content as given, but we can add punctuation for readability? That might be considered inventing? Adding punctuation is minor; likely acceptable. But to be safe, we can keep the exact wording but separate into sentences with spaces. Let's copy the relevant block: "Bank Financial Advisor – First Neighbor Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Neighbor Bank in Casey, IL would allow you to join the Investment Program at First Neighbor Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at First Neighbor Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 First Neighbor Bank for financial solutions." We can keep that as About the role. Now Responsibilities: The list after "This position will offer:" includes: - The ability to service an existing book of business upon hire - The ability to build a strong client base with the Bank’s exceptional referral system - Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals - The opportunity to find new clients via the bank’s client 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 bank’s reputation and community standing We need to preserve all. Use

    • . Now Requirements: list: - Series 7 and 66 (63/65) required - Insurance license required - Three or more years of investment sales experience We'll put as
      • . Now Benefits: list from "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 Also maybe the earlier list includes some benefits but we already used them as responsibilities. We'll keep as above. Now Pay: "Pay Range:$45,000 - $100,000 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'll put as

        . Now we need to ensure we don't include sections with filler like "commensurate with experience". Not present. Now output HTML fragment only. Structure:

        About the role

        ...

        Responsibilities

        • ...
        • ...

        Requirements

        • ...
        • ...

        Benefits

        • ...
        • ...

        Pay

        ...

        Make sure no extra whitespace at start? It's fine. Now craft the About the role paragraph exactly as we decided. Let's copy the sentences: "Bank Financial Advisor – First Neighbor Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Neighbor Bank in Casey, IL would allow you to join the Investment Program at First Neighbor Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at First Neighbor Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients 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 First Neighbor Bank for financial solutions." We need to ensure there is a space after "Bank" before "Your". In original there is no space; but we can keep as is. Might look odd but it's preserving. We'll keep exactly. Now Responsibilities list items exactly as given. Check each: - "The ability to service an existing book of business upon hire" - "The ability to build a strong client base with the Bank’s exceptional referral system" - "Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals" - "The opportunity to find new clients via the bank’s client 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 bank’s reputation and community standing" Now Requirements list: - "Series 7 and 66 (63/65) required"

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