Financial Solutions Advisor - Austin Area
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to decide which sections to include based on content.
Content includes:
- Intro paragraph about Bank of America purpose, culture, etc. Could be "About the role" or maybe "About the company". The instructions list "About the role" as example heading. We'll use that.
- Job Description paragraph: "This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination."
That's prose; could be part of About the role or separate "Job Description". But we can incorporate into About the role.
- Responsibilities: bullet list (multiple lines). We'll put under
Responsibilities
with - each.
- Required Qualifications: list of bullet points. We'll put under
Required Qualifications
(or maybe "Qualifications").
- Desired Qualifications: list. Could be under Desired Qualifications
or combine with Required? The instructions allow sections like Qualifications, Skills, etc. We'll separate.
- Skills: list. Under Skills
.
- Minimum Education Requirement: line. Could be under Qualifications
but we already have Required Qualifications. Could add a separate Education
or include in Required Qualifications. Since it's a specific line, we could put under Required Qualifications as a bullet? But it's not a bullet; it's a line. Could create a under Required Qualifications? Better to have a separate
Education
with . However instructions say prefer few substantive sections over many thin ones. Could combine Education into Required Qualifications as a paragraph before list. That seems okay.
- Schedule: line "Schedule: Monday - Friday and rotating Saturdays". Also Shift and Hours Per Week. So we have schedule info. According to instructions, we should include Schedule section only if posting actually states them. It does. So we can have
Schedule
with containing that info.
- Pay/Benefits: not mentioned, so omit.
- Also note about multiple locations, training, etc. That's location/metadata. Could be placed in a short
under About the role or separate? 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 short paragraph about location/training after About the role.
We must not include boilerplate like EEO etc. There's none.
We must preserve all substantive information. Let's extract all substantive sentences.
Intro: "Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!"
That's a lot. We'll keep it.
Job Description paragraph: "This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination."
Responsibilities list:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications list (each bullet):
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
- Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
- Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Efficiently manages your time and capacity.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications list:
- Bi-lingual Spanish speaking
- Strong computer skills with an ability to multitask in a demanding environment.
- At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained your insurance licenses.
Skills list (looks like a list of skill areas):
- Account Management
- Advisory
- Client Experience
- Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Written Communications
Minimum Education Requirement: "High School Diploma / GED / Secondary School or equivalent"
Schedule: "Monday - Friday and rotating Saturdays"
Shift: "1st shift (United States of America)"
Hours Per Week: "40"
Also note: "This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law."
We need to include that location/training info somewhere. Could be a short
after About the role.
Now decide sections:
-
About the role
: include intro paragraph plus maybe the job description paragraph? Could split but we can combine.
Better: About the role includes the introductory description of Bank of America and the job summary. Then Responsibilities separate.
We must not repeat job title as heading.
We must not include Pay/Benefits.
We must not include empty sections.
Thus final HTML:
About the role
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you
for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to decide which sections to include based on content. Content includes: - Intro paragraph about Bank of America purpose, culture, etc. Could be "About the role" or maybe "About the company". The instructions list "About the role" as example heading. We'll use that. - Job Description paragraph: "This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination." That's prose; could be part of About the role or separate "Job Description". But we can incorporate into About the role. - Responsibilities: bullet list (multiple lines). We'll put under
Responsibilities
with- each.
- Required Qualifications: list of bullet points. We'll put under
Required Qualifications
(or maybe "Qualifications"). - Desired Qualifications: list. Could be underDesired Qualifications
or combine with Required? The instructions allow sections like Qualifications, Skills, etc. We'll separate. - Skills: list. UnderSkills
. - Minimum Education Requirement: line. Could be underQualifications
but we already have Required Qualifications. Could add a separateEducation
or include in Required Qualifications. Since it's a specific line, we could put under Required Qualifications as a bullet? But it's not a bullet; it's a line. Could create aunder Required Qualifications? Better to have a separate
Education
with. However instructions say prefer few substantive sections over many thin ones. Could combine Education into Required Qualifications as a paragraph before list. That seems okay. - Schedule: line "Schedule: Monday - Friday and rotating Saturdays". Also Shift and Hours Per Week. So we have schedule info. According to instructions, we should include Schedule section only if posting actually states them. It does. So we can have
Schedule
withcontaining that info. - Pay/Benefits: not mentioned, so omit. - Also note about multiple locations, training, etc. That's location/metadata. Could be placed in a short
under About the role or separate? 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 short paragraph about location/training after About the role. We must not include boilerplate like EEO etc. There's none. We must preserve all substantive information. Let's extract all substantive sentences. Intro: "Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!" That's a lot. We'll keep it. Job Description paragraph: "This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination." Responsibilities list: - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications list (each bullet): - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. - Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. - Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Sets and accomplishes goals, achieving whatever you put your mind to. - Builds and nurtures strong relationships. - Collaborates effectively with others to get things done. - Communicates effectively and confidently and is comfortable engaging all clients. - Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. - Likes to learn, adapts to new information and seeks the right solutions for clients. - Efficiently manages your time and capacity. - Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications list: - Bi-lingual Spanish speaking - Strong computer skills with an ability to multitask in a demanding environment. - At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded. - Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). - Obtained your insurance licenses. Skills list (looks like a list of skill areas): - Account Management - Advisory - Client Experience - Branding - Customer and Client Focus - Oral Communications - Active Listening - Attention to Detail - Client Solutions Advisory - Issue Management - Pipeline Management - Causation Analysis - Client Management - Policies, Procedures, and Guidelines - Risk Management - Written Communications Minimum Education Requirement: "High School Diploma / GED / Secondary School or equivalent" Schedule: "Monday - Friday and rotating Saturdays" Shift: "1st shift (United States of America)" Hours Per Week: "40" Also note: "This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law." We need to include that location/training info somewhere. Could be a short
after About the role. Now decide sections: -
About the role
: include intro paragraph plus maybe the job description paragraph? Could split but we can combine. Better: About the role includes the introductory description of Bank of America and the job summary. Then Responsibilities separate. We must not repeat job title as heading. We must not include Pay/Benefits. We must not include empty sections. Thus final HTML:About the role
Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you