Financial Solutions Advisor - Gateway Cities
Bank of America · Whittier, CA · 1 mo ago
ConsultingFull-time
We need to output HTML fragment with sections: About the role? Not present. Responsibilities, Requirements (maybe Required Qualifications), Qualifications? Could combine Required and Desired? The instructions: use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Include a section only when posting has real specific content. We have Responsibilities list. We have Required Qualifications list. We have Desired Qualifications list (could be under Qualifications? maybe separate? Could put both under Qualifications heading with sublists? But we must use
- for any list of duties/requirements/benefits. Could have two lists under Qualifications: Required and Desired. Could also have Skills list. We have Skills list. We have Schedule info: Monday-Friday Open availability required + some Saturdays, Hours Per Week: 40, Shift: 1st shift. So we can create Schedule section with that info as
maybe list? It's not a list but we can put in
. Benefits: not mentioned. Pay: not mentioned. About the role: we have introductory paragraph about Bank of America purpose etc. That could be About the role. We'll include that as
under About the role heading. Also there is legal restrictions about FDIC etc. That's maybe part of About the role? Could include as a note. We'll keep it. We must not repeat job title. No Job ID. Remove boilerplate like EEO etc. Not present. We must not create sections with filler like "commensurate with experience". Not present. Thus output:
About the role
... (the purpose paragraph plus FDIC etc)
Responsibilities
- ... ...
Required Qualifications
- ... ...
Desired Qualifications
- ... ...
Skills
- ... ...
Schedule
Monday‑Friday open availability required; some Saturdays may be required. Shift: 1st shift (United States). Hours per week: 40.
We must ensure we preserve all substantive info. Let's extract. About the role paragraph: The job description includes: "The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!" Also there is a second paragraph: "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 could incorporate that into About the role or Responsibilities? It's more about role description. Probably include in About the role as well. But we already have Responsibilities section with detailed list. The earlier paragraph about responsibilities could be omitted to avoid duplication? But we must preserve ALL substantive information; we can include it in About the role as a summary, and then Responsibilities list as detailed. That's fine. Now Responsibilities list: Provided after "Responsibilities:" line. Let's extract each bullet: - 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 Now Required Qualifications list: after "Required Qualifications:" line. - 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. Now Desired Qualifications list: - 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 Now Skills list: after "Skills:" line. - 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 Now Schedule: after "Schedule:" line. - Monday-Friday Open availability required + some Saturdays - Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent (this is not schedule but education; maybe we could include under Requirements? But we already have Required Qualifications; education could be separate but not required heading. Could add a shortunder Requirements? But we have Required Qualifications already; we could add education as part of Required Qualifications? It's not listed there. Could create a separate section "Minimum Education" but not in allowed headings. Could fold into Required Qualifications as a bullet? But that would be adding content not originally under that heading. Better to add a separate
after Required Qualifications maybe under a heading "Requirements"? But we already have Required Qualifications. The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we could have a "Requirements" section for education and maybe other requirements not covered. But we have Required Qualifications already; maybe we treat Required Qualifications as Requirements. Then education could be part of Requirements as well. But we already have Required Qualifications list; we could add education bullet there. However that would be adding content not originally under that heading but it's still substantive info; we can include it there as part of Requirements. The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have both Requirements and Qualifications if needed. But we should avoid thin sections. Could combine Required Qualifications and education under Requirements heading, and Desired Qualifications under Qualifications heading. Or we could have Requirements (education) and Qualifications (required & desired). Let's think. We have Required Qualifications (specific licenses, experience, competencies). Desired Qualifications (additional). Education is a separate bullet. Could put education under Requirements heading as a short
or
- . Since we already have Required Qualifications heading, we could rename that to Requirements and include both the licensure/experience/competencies and education. Then Desired Qualifications could go under Qualifications heading. That seems reasonable.
Thus:
- 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.
- Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
- 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
Requirements
Qualifications
that includes all that prose. We need