Financial Advisor, Wealth Management

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. We must not repeat job title as heading. Remove boilerplate. Include all substantive info. We need to parse the description. Key info: - Role: Financial Advisor associated with LPL Financial at CU SoCal. - Under this model Financial Advisors are NOT employees of LPL Financial. - Financial Advisor will service any current clients and simultaneously expand their base of new Members/clients. - Business Hours: Monday – Friday 8:30AM – 5:30PM. Based upon business needs, positions may require working flexible hours, including evenings and weekends. - Position based at Fullerton, CA branch, offers hybrid remote work arrangement, with on-site support at local branches to service Members. - Why Work at CU SoCal? (culture, benefits, Gallup award, etc.) - Requirements: Minimum Qualifications: High School Diploma or equivalency. License/certifications: Currently hold a FINRA Series 7, 66 or 63 & 65 in lieu of 66 and/or other insurance licenses. 3+ years of business development and client-facing sales experience in financial services, insurance, professional services, business advisory services and/or banking industries. Experience in marketing, business development and sales functions. Experience with CRM software. This role requires driving and must meet and maintain: valid CA driver's license in good standing, reliable personal transportation, maintain state liability auto insurance coverage with minimum 30/60/15 limits, maintain clean MVR. - Preferred Qualifications: Bachelor's degree in Finance, Business, or other related service industry. Previous production minimum of $100,000 or assets under management of $10,000,000. - Skills And Abilities: Proficient in MS Office programs (Word, Excel, Outlook, PowerPoint, Teams, etc.). Excellent communicator, listener, consultative approach. Nurture relationships with CU SoCal staff including MSOs, LBEs. Excellent project management, analytical, interpersonal, oral, and written communication skills. Ability to thrive in dynamic team environment. Professionalism, dependability, integrity, trustworthiness, cooperative attitude. Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines. Strong organizational skills and attention to detail. - Essential Duties And Responsibilities: list many items: service existing book of business upon hire; build strong client list with credit union's referral system; service a branch territory with significant deposit base; opportunity to create client solutions through comprehensive financial planning; grow business with LPL's tools, technology, support; capitalize on credit union's reputation and community standing; collect and analyze info regarding Member's income, assets, investments or debts, and financial needs; collect and analyze info regarding Member's tax status, investment objectives, investment experience, investment time horizon, liquidity needs, risk tolerance, and any other info; compare and evaluate financial products that best meet Member's needs; advise Members regarding advantages/disadvantages of different financial products and recommend suitable products; manage Members' portfolios including monitoring over time, update assessments, make further recommendations; work independently with minimal supervision; complete understanding and active application of C.A.R.E. 4 Guide expectations and Brand Communications Standards Accountability Philosophy; must be able and available to work a “hybrid” schedule, per business operations requirement, as needed; additional duties as assigned. - Base Pay + Commission Structure: $70,304 per year + commission through a performance-driven plan. Most earnings in this role are commission-based. Full plan details will be shared during interview process. - Also mention CU SoCal is equal opportunity employer etc (boilerplate to remove). Also mention they foster environment etc (maybe keep as part of culture? but it's generic; we can keep as part of Why Work at CU SoCal? but we need to avoid boilerplate. The "We foster an environment..." is generic but maybe part of culture; but we can keep if it's substantive? It's somewhat generic but still part of description. However instructions: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The equal opportunity employer line is boilerplate; we should drop it. The "We foster an environment..." maybe also generic but could be considered culture; but we already have culture section. Might be okay to keep as part of Why Work at CU SoCal? but we need to avoid duplication. We'll keep the culture description earlier. We need sections: About the role (maybe a summary), Responsibilities, Requirements (maybe combine Minimum and Preferred?), Qualifications (maybe separate?), Skills, Benefits, Pay, Schedule. We need to decide which sections have content. - About the role: we can include description of role: Financial Advisor associated with LPL Financial, not employee of LPL, service current clients, expand base, location Fullerton, hybrid remote, business hours, flexible hours. - Responsibilities: list essential duties. - Requirements: include Minimum Qualifications (education, license, experience, driving requirements). Could also include Preferred Qualifications as separate "Preferred Qualifications" but we can combine under Requirements with subheadings? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Requirements and Qualifications separate. But we need to avoid thin sections. We could put Minimum Qualifications under Requirements, and Preferred Qualifications under Qualifications. Or we could combine both under Requirements and skip Qualifications if thin. But we have both sets; we could make Requirements for minimum, Qualifications for preferred. That seems reasonable. - Skills: list skills and abilities. - Benefits: we have "competitive pay, great health benefits and a culture like no other", Gallup award, etc. Also mention hybrid remote work arrangement? That's more about schedule/location. Benefits could include health benefits, culture, award, maybe remote work? But remote work is schedule/location. We'll include benefits: competitive pay, great health benefits, culture, Gallup Exceptional Workplace Award, C.A.R.E. 4 values, etc. - Pay: Base Pay + Commission Structure: $70,304 per year + commission. - Schedule: Business Hours Monday-Friday 8:30AM-5:30PM, flexible hours including evenings/weekends, hybrid schedule, on-site support, remote work arrangement. We must not include sections with filler like "commensurate with experience". We have actual numbers. We must not repeat job title as heading. So no

Financial Advisor

. We must not include Job ID/requisition numbers. We must output only HTML fragment, no /, no markdown fences. We'll produce something like:

About the role

...

Responsibilities

• ...
...

Requirements

• ...
...

Qualifications

• ...
...

Skills

• ...
...

Benefits

• ...
...

Pay

Base pay of $70,304 per year plus commission through a performance‑driven plan; most earnings are commission‑based.

Schedule

Standard business hours Monday–Friday 8:30 AM–5:30 PM, with potential for flexible hours including evenings and weekends as business needs require. The role follows a hybrid schedule with on‑site support at local branches and a remote‑work arrangement.

We need to ensure we preserve all substantive info. Let's extract details. About the role: Should include that it's a Financial Advisor associated with LPL Financial, not an employee of LPL, will service current clients and expand base of new Members/clients, based at Fullerton, CA branch, hybrid remote work arrangement with on-site support at local branches to service Members, business hours Monday-Friday 8:30AM-5:30PM, flexible hours including evenings and weekends. We can also mention that under this model Financial Advisors are NOT employees of LPL Financial. Responsibilities: list each bullet from Essential Duties And Responsibilities. Let's extract them: - Ability to service an existing book of business upon hire. - Ability to build a strong client list with the credit union’s exceptional referral system. - Service a branch territory with significant deposit base, which includes current Members who need an advisor to meet their financial goals. - Opportunity to create client solutions through comprehensive financial planning. - Grow your business with LPL’s combination of tools, technology, and support. - Capitalize on the credit union’s reputation and community standing. - Collect and analyze information regarding the Member's income, assets, investments or debts, and financial needs. - Collect and analyze information regarding the Member's tax status, investment objectives, investment experience, investment time horizon, liquidity needs, risk tolerance, and any other information the Member may disclose. - Compare and evaluate financial products that best meet the Member's needs and financial circumstances. - Advise Members regarding the advantages and disadvantages of different financial products and recommend products that seem most suitable. - Manage Members' portfolios including monitoring the portfolios over time, update assessments, and make further recommendations to the Member. - Work independently with minimal supervision. - Complete understanding and active application the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy. - Must be able and available to work a “hybrid” schedule, per business operations requirement, as needed. - Additional duties and responsibilities, as assigned. We'll put each as

. Requirements (Minimum Qualifications): - High School Diploma or equivalency. - Currently hold a FINRA Series 7, 66 or 63 & 65 in lieu of 66 and/or other insurance licenses. - 3+ years of business development and client-facing sales experience in the financial services, insurance, professional services, business advisory services and/or banking industries. - Experience in marketing, business development and sales functions. - Experience with Customer Relationship Management software. - Hold a valid CA state driver’s license in good standing that is not actively suspended, revoked, or restricted. - Have reliable personal transportation. Use of any means of public transportation or ridesharing services will not satisfy this requirement. - Maintain state liability auto insurance coverage with a minimum of 30/60/15 limits on the vehicle that will be used for work. - Maintain a clean Motor Vehicle Records (MVR). We'll list each as

. Qualifications (Preferred): - Bachelor's degree in Finance, Business, or other related service industry. - Previous production minimum of $100,000 or assets under management of $10,000,000. We'll list as

. Skills: - Proficient in applicable MS Office programs (i.e., Word, Excel, Outlook, PowerPoint, Teams, etc.). - Excellent communicator, great listener, consultative approach to wealth management solutions. - Nurture relationships with CU SoCal staff including MSOs, LBEs. - Excellent project management, analytical, interpersonal, oral, and written communication skills. - Ability to thrive in a dynamic team environment. - Professionalism, dependability, integrity, and trustworthiness combined with a cooperative attitude. - Highly motivated self-starter with ability to multitask and complete assignments within time constraints and deadlines. - Strong organizational skills and attention to detail. We'll list as

. Benefits: - Competitive pay. - Great health benefits. - Culture where people come before profit, building a career that’s more than a job, work with meaning and purpose. - Gallup Exceptional Workplace Award recipient (2025, second consecutive win). - Culture fosters Building Better Lives for Members, personal development,