Financial Advisor - Securities Administration

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. No filler. No job title heading. No metadata like Job ID. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Content: - "This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Frankling Square - Frankfort, KY; Bradford - Georgetown, KY or West Park - Lawrenceburg, KY." That's location info. Could be part of "About the role" or "Summary". Not pay/benefits/schedule. Could be "About the role" or "Job details". We'll put under

About the role

maybe. - "Summary The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. Customer Service Skills Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. Interpersonal Skills Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. Clerical Skills Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities." That's a lot of responsibilities and skills. - "Essential Duties And Responsibilities Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. Participate in seminars, branch training and community events in support of WesBanco Securities. Support retail and other divisions in cross referring clients for bank offered services. Coach and train Senior and Licensed Personal Bankers and branch employees." - "Other Requirements Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner." - ", Bachelor’s Degree preferred. State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required. Knowledge of core investment products including fixed and variable annuities and mutual funds. Must have fundamental understanding of Bank services and operations. Market (investment) knowledge. Experience in investment sales or related fields. Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations." Thus we need sections: About the role (maybe includes summary and location), Responsibilities (Essential Duties And Responsibilities), Requirements (Other Requirements + maybe some from earlier?), Qualifications (Bachelor's degree, licenses, etc.), Skills (maybe combine many skill statements). Benefits, Pay, Schedule: none given, so omit. We must not create sections with filler. So we will include only those with content. We need to use

• for any list of duties/requirements/benefits. So we need to turn duties into list items. Also requirements list. We need to preserve all substantive info; not invent or summarize away detail. So we need to keep each bullet as is, maybe combine similar statements but not lose detail. We'll produce something like:

  About the role

  This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Frankling Square - Frankfort, KY; Bradford - Georgetown, KY or West Park - Lawrenceburg, KY. The Financial Advisor represents WesBanco Securities in an assigned branch-based territory and is responsible for securities production goals in those assigned branches. In this position you will be responsible for providing investment counseling to bank and non-bank clients and offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts. You will also work with and coach licensed bankers in your market with respect to their investment sales activity. You will also work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. Customer Service Skills: Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. Interpersonal Skills: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank’s and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. Clerical Skills: Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities.

  But we might split responsibilities into list. Better: Have

  Responsibilities

  with
  • ... items from Essential Duties And Responsibilities plus maybe other duty statements from summary? However the summary already includes many responsibilities. To avoid duplication, we could combine all duty statements into one list under Responsibilities. But we must preserve all substantive info; we can list each distinct duty. Let's extract duties: From summary: - providing investment counseling to bank and non-bank clients - offering products that include, but are not limited to mutual funds, annuities, and fee-based accounts - work with and coach licensed bankers in your market with respect to their investment sales activity - work with other business partners as you identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management - cultivate relationships with branch employees and partners (mentioned) - be proactive and generate business - provide customer service differentiating from competitors - possess proven sales skills, be proactive and generate opportunities (some overlap) - acquire and maintain proficiency in Bank’s and FINRA policies and procedures, adhere to laws, rules, regulations - complete all assigned compliance training in a timely manner - maintain professional demeanor in appearance, interpersonal relations, work ethic and attitude - possess clear, concise, effective written and oral communication skills - ability to analyze, comprehend and act in accordance with various regulatory entities - ability to interact professionally with Bank business partners and customers - possess strong organizational and planning skills - ability to maintain confidentiality - must be self-motivated - ability to handle travel to assigned offices - ability to perform general clerical duties and operate various departmental equipment - proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint) - ability to learn various software systems to accomplish work responsibilities From Essential Duties And Responsibilities: - Prospect clients to establish business relationships - Profile clients and recommend suitable investment and insurance solutions - Provide a great client experience to all clients and prospects - Open investment and insurance accounts - Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients - Participate in seminars, branch training and community events in support of WesBanco Securities - Support retail and other divisions in cross referring clients for bank offered services - Coach and train Senior and Licensed Personal Bankers and branch employees From Other Requirements (some are similar to compliance): - acquire and maintain proficiency in bank’s policies and procedures, adhere to laws, rules, regulations - complete all assigned compliance training in a timely manner We can combine but avoid duplication. However we need to preserve all info; duplication may be okay but better to avoid repeating same sentence. We'll try to create a non-duplicative list covering all unique duties. Let's compile unique duties: 1. Prospect clients to establish business relationships. 2. Profile clients and recommend suitable investment and insurance solutions. 3. Provide a great client experience to all clients and prospects. 4. Open investment and insurance accounts. 5. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. 6. Participate in seminars, branch training and community events in support of WesBanco Securities. 7. Support retail and other divisions in cross referring clients for bank offered services. 8. Coach and train Senior and Licensed Personal Bankers and branch employees. 9. Provide investment counseling to bank and non-bank clients. 10. Offer products including mutual funds, annuities, and fee-based accounts. 11. Work with and coach licensed bankers in your market with respect to their investment sales activity. 12. Work with other business partners to identify opportunities for their products and services such as trust or insurance services and other products under the supervision of WesBanco Wealth Management. 13. Cultivate relationships with branch employees and partners. 14. Be proactive and generate business. 15. Provide customer service that clearly differentiates from competitors. 16. Possess proven sales skills, be proactive and generate opportunities (some overlap with 14/15). 17. Acquire and maintain proficiency in the Bank’s and FINRA policies and procedures, and adhere to all applicable laws, rules and regulations. 18. Complete all assigned compliance training in a timely manner. 19. Maintain professional demeanor in appearance, interpersonal relations, work ethic and attitude. 20. Possess clear, concise, effective written and oral communication skills. 21. Ability to analyze, comprehend and act in accordance with various regulatory entities. 22. Ability to interact professionally with Bank business partners and customers. 23. Possess strong organizational and planning skills. 24. Ability to maintain confidentiality. 25. Must be self-motivated. 26. Ability to handle travel to assigned offices. 27. Ability to perform general clerical duties