Financial Advisor - Investment Services Group

We need to output HTML fragment with sections: About the role? The posting includes Job Summary, Essential Duties And Responsibilities, Qualifications (Required and Preferred), Benefits description. Also includes metadata like Regular or Temporary, Language Fluency, Work Shift. Those are minor metadata; we can fold into a short

maybe under a heading? The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So we can include a

for those details. We must not repeat job title as heading. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to include sections only when posting has real specific content. We have Job Summary (could be About the role). Essential Duties And Responsibilities -> Responsibilities. Qualifications (Required and Preferred) -> Requirements or Qualifications? The instruction lists possible headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose appropriate ones. Probably "About the role" for summary, "Responsibilities" for duties, "Qualifications" for required/preferred, "Benefits" for benefits description. Possibly "Skills" could be extracted from qualifications but we can combine. We must not create Pay or Schedule sections unless posting actually states them. It mentions Work Shift: 1st shift (United States of America). That's schedule info. So we could include a Schedule section with that detail. However the instruction: "Prefer a few substantive sections over many thin ones." Work shift is minor metadata; maybe we fold into a short

rather than a Schedule section. But they said we can include Schedule section only if posting actually states them. It does state work shift. But we could still fold into a short

under About the role. The instruction: "do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." Work shift is minor metadata, so better to fold into a short

. So we will not create Schedule section. Pay: not mentioned, so omit. Benefits: we have a description, so include Benefits section. Thus sections: About the role (Job Summary), Responsibilities (Essential Duties And Responsibilities), Qualifications (Required and Preferred), Benefits (General Description of Available Benefits). Possibly also Skills? But we can include skills within Qualifications. We need to use

• for any list of duties/requirements/benefits. So we need to convert the duties into list items. The duties are sentences; we can split each bullet. Similarly qualifications list. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the posting. Let's extract content. Job Summary paragraph: "Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs." That's two sentences. We'll put in

  . Essential Duties And Responsibilities list: - Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests. - Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. - Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained. - Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. - Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. - Conduct branch training sessions and investment product educational seminars for clients and prospects. - Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. Also note preceding sentence: "Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time." That's boilerplate? It's part of description but not a duty. We should preserve substantive information; maybe we keep that as a

  before the list? It's not a list but it's part of responsibilities section. We'll include as a

  before the

  . Qualifications: Required Qualifications: list: - Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. - FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. - Applicable state health and life insurance licenses. - Securities sales and client relationship management experience. - Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills. - Competent skills in Microsoft Office software products. Preferred Qualifications: - Banking experience - Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. Also note: "Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions." That's part of qualifications preamble; we can include as a

  before list. Benefits: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work." We need to preserve all that. We'll put in

  maybe with a

  for list of benefits? The instruction: Use
  • for any list of duties/requirements/benefits. So we should list the benefits as items. Benefits list: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation (no less than 10 days prorated), sick days (10 days prorated), paid holidays, defined benefit pension plan (depending), restricted stock units, deferred compensation plan. Also note eligibility conditions. We'll keep the explanatory sentences as

    before list maybe. We also have metadata: Regular or Temporary: Regular, Language Fluency: English (Required), Work Shift: 1st shift (United States of America). We'll fold into a short

    maybe under About the role or at top. We must not include boilerplate like EEO, Drug Free Workplace, etc. Remove those lines. Thus final HTML fragment:

    Regular or Temporary: Regular. Language Fluency: English (Required). Work Shift: 1st shift (United States of America).

    About the role

    Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.

    Responsibilities

    Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

    • Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests.
    • Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
    • Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained.
    • Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
    • Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
    • Conduct branch training sessions and investment product educational seminars for clients and prospects.
    • Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.

    Qualifications

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Required Qualifications:
    • Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
    • FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
    • Applicable state health and life insurance licenses.
    • Securities sales and client relationship management experience.
    • Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills.
    • Competent skills in Microsoft Office software products.
    • Preferred Qualifications:
    • Banking experience
    • Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
    But nesting
    inside
    • is not ideal. Better to have separate sections for Required and Preferred using headings? But we only allowed certain headings; we could use

      but not allowed. Maybe we can keep as

      for Required Qualifications and Preferred Qualifications headings inside the

      ? Actually we can just have two
      lists with preceding

      headings. Simplify:

      Qualifications

      Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

      Required Qualifications

      but h4 not in allowed list. Could we just use

      Required Qualifications:

      then
      . That's acceptable. Thus:

      Qualifications

      Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

      Required Qualifications:

      ...

      Preferred Qualifications:

      ...
      Now Benefits:

      Benefits

      General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

      • Medical insurance
      • Dental insurance
      • Vision insurance