Financial Solutions Advisor - EASTSIDE Market
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can create sections like About the role (maybe from the description). Responsibilities: list of duties. Requirements: maybe required qualifications. Qualifications: maybe desired qualifications? Actually they have Required Qualifications and Desired Qualifications. Could combine as Requirements and Qualifications? The instruction says we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what goes where.
We have:
- Responsibilities: bullet list (actually sentences separated by line breaks). We'll put in - .
- Required Qualifications: list of items (Series 7 & 66, experience, etc). We'll put under Requirements maybe.
- Desired Qualifications: list (strong computer skills, at least three years experience, professional designations, insurance licenses). Could go under Qualifications.
- Skills: list of skill areas (Account Management, Advisory, etc). We'll put under Skills.
- Benefits: mention "This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support..." Not specific details but it's substantive enough? It says we provide industry-leading benefits, access to paid time off, resources and support. That's somewhat generic but still content. We'll include Benefits section.
- Pay: "Pay range $70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set. Formulaic incentive eligible ..." That's specific. We'll include Pay section.
- Schedule: "Schedule: Monday - Fridays and rotating Saturdays". Also mention shift 1st shift, Hours Per Week 40. We'll include Schedule section.
- About the role: Could be the initial description about Bank of America purpose and role description. We'll summarize? Must not invent or summarize away detail. We need to preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include the description text as is, maybe as
. But we cannot repeat job title as heading. So we can have About the role section with the description paragraphs (the purpose statements and job description). Must not omit details.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes repeated lines: "The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it." appears twice at top. Also repeated "Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****". We need to deduplicate.
Also remove duplicated lines like the location list repeated? Actually location list appears once after schedule? It appears after schedule? Actually after schedule they list locations then "Pay and benefits information". We'll keep location list? It's substantive? It lists multiple locations; maybe we should keep as part of About the role? But location list is not a heading; we could include as a paragraph. However location list is quite long; but it's substantive info about where the job is. We should preserve it. Not boilerplate. So include as a paragraph.
Also "Shift 1st shift (United States of America) Hours Per Week 40" is schedule info; we already have schedule.
We need to avoid repeating the same info.
Let's extract sections:
About the role: combine the introductory paragraphs about Bank of America purpose, role description, and maybe the note about multiple locations? Actually note about multiple locations is more like a disclaimer; could be included but it's not boilerplate; it's a note about requisition. We'll include as part of About the role.
Responsibilities: list of duties (the bullet-like sentences after "Responsibilities").
Requirements: Required Qualifications.
Qualifications: Desired Qualifications.
Skills: list of skills.
Benefits: benefits paragraph.
Pay: pay and incentive info.
Schedule: schedule paragraph (Monday-Fridays rotating Saturdays, shift, hours per week).
We must not create sections with filler like "commensurate with experience". We have specific pay range, so ok.
Now produce HTML.
We need to wrap each section:
About the role
then ... maybe multiple paragraphs.
We must not include or .
Let's craft.
First, About the role paragraph(s):
We have:
"The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it." (twice) - we should include only once? It's a disclaimer; maybe it's boilerplate? It's a warning about AI insights; could be considered boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is a disclaimer about AI insights; might be considered legal boilerplate. Safer to remove it. It's not essential job info. So we can drop it.
Next: "Financial Solutions Advisor - EASTSIDE Market" is job title; we must not repeat as heading.
Then description: "Job Description: 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. Responsible Growth is how we run our company and how we deliver 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! Job Description 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."
We need to preserve all that. However there is duplication: "Job Description:" appears twice? Actually at start and later "Job Description". We'll keep the content but avoid duplicate sentences. We'll combine.
We'll produce a paragraph that includes the purpose statements and the job description details.
We also have location list after schedule; we could include that in About the role as well.
Let's extract location list:
"US - WA - Bellevue - 10572 NE 4th St - Bellevue FC (WA3191), US - WA - Bellevue - 10833 NE 2ND ST, BELLEVUE ON 2ND (WA3189), US - WA - Bellevue - 12727 SE 38th St - FACTORIA BC (WA3122), US - WA - Bellevue - 14440 Se Eastgate Way - EASTGATE BC (WA3120), US - WA - Bellevue - 15600 NE 8TH ST - CROSSROADS BELLEVUE (WA3181), US - WA - Kenmore - 7110 Ne Bothell Way - KENMORE BC (WA4122), US - WA - Kirkland - 101 Kirkland Ave - KIRKLAND BC (WA3137), US - WA - Kirkland - 11617 97TH LN NE - JUANITA BC (WA3131), US - WA - Kirkland - 12424 Totem Lake Blvd Ne - TOTEM LAKE BC (WA3170), US - WA - Redmond - 15253 NE 40th St - Microsoft Campus (WA3192), US - WA - Redmond - 22340 NE MARKETPLACE DR - REDMOND RIDGE BC (WA3169), US - WA - Redmond - 2400 148th Ave Ne - OVERLAKE PARK BC (WA3152), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Sammamish - 3090 ISSAQUAH PINE LAKE RD SE - PINE LAKE BC (WA4135), US - WA - Sammamish - 500 228th Ave Ne - SAMMAMISH HIGHLAND BC (WA3162)"
We'll keep as a paragraph.
Now Responsibilities: list items:
- 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
We'll put each as
- .
Requirements (Required Qualifications):
- 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
. But we cannot repeat job title as heading. So we can have About the role section with the description paragraphs (the purpose statements and job description). Must not omit details. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The posting includes repeated lines: "The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it." appears twice at top. Also repeated "Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****". We need to deduplicate. Also remove duplicated lines like the location list repeated? Actually location list appears once after schedule? It appears after schedule? Actually after schedule they list locations then "Pay and benefits information". We'll keep location list? It's substantive? It lists multiple locations; maybe we should keep as part of About the role? But location list is not a heading; we could include as a paragraph. However location list is quite long; but it's substantive info about where the job is. We should preserve it. Not boilerplate. So include as a paragraph. Also "Shift 1st shift (United States of America) Hours Per Week 40" is schedule info; we already have schedule. We need to avoid repeating the same info. Let's extract sections: About the role: combine the introductory paragraphs about Bank of America purpose, role description, and maybe the note about multiple locations? Actually note about multiple locations is more like a disclaimer; could be included but it's not boilerplate; it's a note about requisition. We'll include as part of About the role. Responsibilities: list of duties (the bullet-like sentences after "Responsibilities"). Requirements: Required Qualifications. Qualifications: Desired Qualifications. Skills: list of skills. Benefits: benefits paragraph. Pay: pay and incentive info. Schedule: schedule paragraph (Monday-Fridays rotating Saturdays, shift, hours per week). We must not create sections with filler like "commensurate with experience". We have specific pay range, so ok. Now produce HTML. We need to wrap each section:
About the role
then... maybe multiple paragraphs. We must not include or . Let's craft. First, About the role paragraph(s): We have: "The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it." (twice) - we should include only once? It's a disclaimer; maybe it's boilerplate? It's a warning about AI insights; could be considered boilerplate? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is a disclaimer about AI insights; might be considered legal boilerplate. Safer to remove it. It's not essential job info. So we can drop it. Next: "Financial Solutions Advisor - EASTSIDE Market" is job title; we must not repeat as heading. Then description: "Job Description: 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. Responsible Growth is how we run our company and how we deliver 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! Job Description 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." We need to preserve all that. However there is duplication: "Job Description:" appears twice? Actually at start and later "Job Description". We'll keep the content but avoid duplicate sentences. We'll combine. We'll produce a paragraph that includes the purpose statements and the job description details. We also have location list after schedule; we could include that in About the role as well. Let's extract location list: "US - WA - Bellevue - 10572 NE 4th St - Bellevue FC (WA3191), US - WA - Bellevue - 10833 NE 2ND ST, BELLEVUE ON 2ND (WA3189), US - WA - Bellevue - 12727 SE 38th St - FACTORIA BC (WA3122), US - WA - Bellevue - 14440 Se Eastgate Way - EASTGATE BC (WA3120), US - WA - Bellevue - 15600 NE 8TH ST - CROSSROADS BELLEVUE (WA3181), US - WA - Kenmore - 7110 Ne Bothell Way - KENMORE BC (WA4122), US - WA - Kirkland - 101 Kirkland Ave - KIRKLAND BC (WA3137), US - WA - Kirkland - 11617 97TH LN NE - JUANITA BC (WA3131), US - WA - Kirkland - 12424 Totem Lake Blvd Ne - TOTEM LAKE BC (WA3170), US - WA - Redmond - 15253 NE 40th St - Microsoft Campus (WA3192), US - WA - Redmond - 22340 NE MARKETPLACE DR - REDMOND RIDGE BC (WA3169), US - WA - Redmond - 2400 148th Ave Ne - OVERLAKE PARK BC (WA3152), US - WA - Redmond - 7450 170th Ave Ne - REDMOND BC (WA3157), US - WA - Sammamish - 3090 ISSAQUAH PINE LAKE RD SE - PINE LAKE BC (WA4135), US - WA - Sammamish - 500 228th Ave Ne - SAMMAMISH HIGHLAND BC (WA3162)" We'll keep as a paragraph. Now Responsibilities: list items: - 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 We'll put each as