Financial Advisor Manager - Burlington, Vermont

We need to output HTML fragment with sections: Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job posting. Key info: Work Location: Burlington, Vermont, United States of America Hours 40 Pay Details $115,440 - $173,160 USD Line Of Business TD Wealth Job Description: The Financial Advisor Manager (FAM) is responsible for direct management of a team of Financial Advisors... etc. We need to extract responsibilities, requirements, qualifications, skills, benefits, pay, schedule. We must not repeat job title as heading (the page already shows it). So we don't put a heading for the job title. We need to include sections only when posting has real specific content. We have: - Pay: $115,440 - $173,160 USD (specific). So include Pay section. - Schedule: Hours 40 (implies full-time 40 hours per week). That's schedule info. So include Schedule section. - Benefits: The posting mentions "Total Rewards Package" description: includes base salary and variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, reward and recognition. That's benefits info. So include Benefits section. - About the role: Could be a short paragraph summarizing role. The job description includes many details; we could put that under About the role or Responsibilities. The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections to include. We have responsibilities: many bullet-like sentences describing duties. We can put those under Responsibilities. Requirements: maybe education & experience, licenses, etc. Qualifications: maybe similar to requirements; but we can separate. Skills: communication, managerial, etc. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all details from posting. We need to format using

• for any list of duties/requirements/benefits, and

  for prose. We must not repeat job title as heading. We must not put Job ID/requisition numbers as headings (none present). We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we need to strip out sections like "Who We Are", "Our Total Rewards Package", "Learn more", "Additional Information", "Colleague Development", "Training & Onboarding", "Interview Process", "Accommodation", etc. Those are boilerplate or generic. However, some of those contain benefits info (Total Rewards). We need to keep benefits info but not the generic fluff. The "Our Total Rewards package" paragraph includes benefits details; we can extract that into Benefits section. The rest of that section (like "Learn more", "Additional Information") we drop. We also need to drop duplicated lines. We need to preserve all substantive information: location, hours, pay, line of business, job description responsibilities, education & experience, required licenses, skills, physical requirements maybe? Physical requirements are detailed; should we include? Possibly under Requirements or maybe a separate section? Not listed in headings list; but we could include under Requirements or maybe under a generic section? The instruction says use those headings; we can create other headings only if they match those? It says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests to use those. Probably better to stick to those. Physical requirements could be part of Requirements or Qualifications. We'll include them under Requirements as a list. Now, we need to avoid filler like "commensurate with experience", etc. Not present. Now, construct HTML. We'll start with maybe a

  for location and line of business? Could be part of About the role. Let's define sections: - About the role: short paragraph summarizing role: maybe "The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors..." We'll include that. - Responsibilities: list of duties. - Requirements: education & experience, licenses, physical requirements maybe. - Qualifications: maybe overlapping; but we can combine education & experience under Requirements, and qualifications under Qualifications (like proven managerial skills, etc). However to avoid duplication, we need to decide. Better: Use Requirements for education, experience, licenses, physical requirements. Use Skills for communication, managerial, etc. Use Qualifications maybe for proven managerial skills, previous sales/leadership experience, attention to detail, project management, proficiency with Microsoft apps, ability to perform complex financial analyses, ability to travel, driver's license. But the posting includes "Education & Experience Bachelor’s degree or equivalent experience 7 - 10+ years related experience Required Licenses or Registrations (or ability to obtain within Licensing & Registration Schedule): Life/Health, Series 65, 7 and 24 Excellent communication skills. Proven managerial skills. Previous sales/leadership experience Demonstrated attention to detail and effective project management skills. Demonstrated proficiency with Microsoft applications (Word, Excel, PowerPoint, Outlook). Demonstrated experience performing complex financial, statistical and budgetary analyses, preferably in the banking industry. Ability to travel within assigned Market; about 75% of time Driver’s License required" Thus we can split: - Requirements: Education & Experience, Licenses, Driver's License, Ability to travel (75% time), Physical requirements maybe. - Skills: Communication skills, Managerial skills, Sales/leadership experience, Attention to detail, Project management, Proficiency with Microsoft Office, Financial/statistical/budgetary analysis. - Qualifications: maybe not needed separately; but we could put "Proven managerial skills" etc under Skills. The instruction says we can include Qualifications section if posting has real specific content. It does have "Proven managerial skills." etc. But those are skills. Could still put under Qualifications. To avoid too many sections, we can combine Requirements and Qualifications into one? But instruction says prefer a few substantive sections over many thin ones. So we should aim for maybe 4-5 sections: About the role, Responsibilities, Requirements (including education, experience, licenses, physical), Skills, Benefits, Pay, Schedule. We can omit Qualifications if its content overlaps with Skills. Let's decide: Sections: - About the role (p) - Responsibilities (ul) - Requirements (ul) - includes education, experience, licenses, driver's license, travel %, physical requirements. - Skills (ul) - communication, managerial, sales/leadership, attention to detail, project management, MS Office, financial analysis. - Benefits (ul) - health and well-being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, reward and recognition, variable compensation/incentive awards. - Pay (p) - salary range. - Schedule (p) - 40 hours per week. We must not include fluff like "Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition." That's benefits. Now, we need to ensure we preserve all substantive information: The job description includes many responsibilities sentences; we need to capture them as list items. Let's extract responsibilities from the posting: From "Job Description The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors. Key objectives of this job include hiring, on-boarding and direct management and supervision of the day to day activities and performance of the FAs in an assigned market/territory. Responsibilities include recruiting, hiring, training, coaching and mentoring Financial Advisors. The FAM will be the principal over the activity of his/her FAs, with responsibility for suitability, knowledge of products & platform, ultimate review of the business activity. The FAM will be responsible for Partnership activity with Retail and other Partners and for creating a positive relationship with Partners and driving referral activities. Responsible for providing advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which the Financial Advisors (FAs) cover. This job is responsible for implementing plans and programs that create opportunities for their team and partners acquire new clients and deepen business with existing clients. Depth & Scope Direct supervision of Financial Advisors (FAs)Responsible for hiring, on-boarding and managing and directing the efforts and performance of FAs in an assigned geographic region(s)/territory(s) from licensing, training, coaching, mentoring, ramp-up, Mass Affluent sales and Wealth & brokerage referrals.Directly responsible for assuring FAs in the designated territory comply with all regulatory guidelines with respect to the Mass Affluent and TDPCW offering. Increases Mass Affluent product sales productivity and referral productivity through active coaching, planning with Retail Bank leadership including RMPs and RMMs. Directly accountable for assigned Mass Affluent revenue and Wealth/brokerage referral goalsTerritory management: work with Wealth and Retail leadership to align Store coverage to best meet the needs of territory; support and measure Store success; realign coverage as necessary. Develops strong relationships with Wealth, TD Bank Retail and other internal/external business partners. Leverages these networks to provide product training and sales ideas to improve sales and revenue within assigned territory(s).Responsible for supporting / completing most complex product sales suitability and client meetings. Serves as sales and product and platform expert resource for team.Executes high impact activities and ongoing sales / Mass Affluent product training, coaching and provides sales support related project coordination.Leads implementation of marketing programs. Lead the assessment of the performance of FAs within the assigned region/territory market. Provides insights to local competitive intelligence and market share analysis.Team with business development executive to launch campaigns that effectively generate leads and opportunities.Participates in community, and business development activities focused on enhancing profile as an expert in Mass Affluent sales within assigned Market.Directly accountable for team delivering financial plan proposals along with sales volumes, assets and revenue growth within assigned territory(s).Monitors, manages and approves expenditures, and prepares monthly financial statements and administrative reports.Provides leadership and works with managers to develop and retain highly competent, customer service-oriented FA staff; develops and maintains continuous FA pipeline to ensure staffing needs are met Extensive travel within territory(s) required." We need to break into sensible list items, preserving details. We'll create bullet points for each distinct responsibility. Potential list: - Direct management of a team of Financial Advisors (hiring, on-boarding, supervision of day-to-day activities and performance). - Recruiting, hiring, training, coaching, and mentoring Financial Advisors. - Acting as principal over FA activities, ensuring suitability, product/platform knowledge, and reviewing business activity. - Managing partnership activity with Retail and other partners, building positive relationships and driving referral activities. - Providing advice through planning and distribution of Mass Affluent products (annuities, managed solutions, insurance) and high net worth/brokerage referrals for stores covered by FAs. - Implementing plans and programs to create opportunities for team and partners to acquire new clients and deepen business with existing clients. - Direct supervision of FAs: hiring, on-boarding, managing and directing efforts and performance across licensing, training, coaching, mentoring, ramp-up, Mass Affluent sales, and wealth/broker