Financial Solutions Advisor - Registration Candidate - Central Houston Area
Bank of America · Houston, TX · 1 mo ago
ConsultingFull-time
We need to output HTML fragment with sections as per rules. Use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to parse the job description.
First, remove boilerplate: cookie/navigation/legal/EEO etc. The description includes some corporate purpose statements; those are not boilerplate? They are part of description about company. We can keep them as prose.
We need sections: About the role (maybe a summary). Responsibilities (list of duties). Requirements (maybe required qualifications). Qualifications (maybe desired qualifications). Skills (list of skills). Benefits (if any). Pay (if any). Schedule (if any). The posting includes schedule: Monday – Fridays and rotating Saturdays, Hours Per Week: 40, Shift: 1st shift. So we can include Schedule section.
Benefits: Not explicitly mentioned. There's mention of "world-class training and on-boarding programs", "Get training and one-on-one coaching", "Grow your business knowledge", "Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses". Those are more like training/benefits? Could be considered benefits but not explicit benefits like health insurance. The rule: only include Pay/Schedule/Benefits sections if posting actually states them. Benefits: there is mention of training, coaching, etc. Might be considered benefits but ambiguous. Safer to not include Benefits unless explicit. The posting does not list benefits like health, 401k, etc. So omit Benefits.
Pay: Not mentioned. Omit Pay.
Now sections:
- About the role: Could be a paragraph summarizing role purpose. The description includes: "As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses..." etc. That's more responsibilities. Maybe About the role can be a short paragraph: "The Financial Solutions Advisor Stage I role at Bank of America involves obtaining required securities licenses, developing advisory skills, and supporting clients in financial centers." We need to preserve all substantive information; we cannot invent or summarize away detail. But we can paraphrase as long as we keep all info? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." That suggests we should not omit details, but we can rephrase? It's ambiguous. Safer to keep the original sentences but maybe break into sections.
We could put the introductory paragraph about company purpose as About the role? Actually About the role likely should describe the role, not company purpose. The company purpose paragraphs could be considered About the role? Might be considered generic. But we need to include all substantive info; we can put company purpose in About the role as prose.
Better: Use About the role for the initial paragraphs describing the role and company purpose. Then Responsibilities for bullet list of duties (like obtaining licenses, training, client relationships, etc.). Requirements for required qualifications bullet list. Qualifications for desired qualifications bullet list. Skills for list of skills. Schedule for schedule info.
Let's extract details.
From text:
- "As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams."
- "Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions."
- "Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care."
- "We will equip you with everything you need as you move through the stages of development."
- "Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients."
- "As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill."
- "The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey."
- "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 your position requires SAFE Act registration, you will be 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 your immediate termination."
- "We’ll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs."
That's a lot of responsibilities.
Then Required Qualifications bullet list:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Spanish speaking
Skills list (seems a long list):
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday – Fridays and rotating Saturdays
Hours Per Week: 40
Shift: 1st shift (United States of America)
Also location 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." This is location info; could be included in About the role or maybe as a note. Not a section heading.
We must not include Job ID/requisition numbers.
Now produce HTML.
We'll have:
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content.
We need to parse the job description.
First, remove boilerplate: cookie/navigation/legal/EEO etc. The description includes some corporate purpose statements; those are not boilerplate? They are part of description about company. We can keep them as prose.
We need sections: About the role (maybe a summary). Responsibilities (list of duties). Requirements (maybe required qualifications). Qualifications (maybe desired qualifications). Skills (list of skills). Benefits (if any). Pay (if any). Schedule (if any). The posting includes schedule: Monday – Fridays and rotating Saturdays, Hours Per Week: 40, Shift: 1st shift. So we can include Schedule section.
Benefits: Not explicitly mentioned. There's mention of "world-class training and on-boarding programs", "Get training and one-on-one coaching", "Grow your business knowledge", "Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses". Those are more like training/benefits? Could be considered benefits but not explicit benefits like health insurance. The rule: only include Pay/Schedule/Benefits sections if posting actually states them. Benefits: there is mention of training, coaching, etc. Might be considered benefits but ambiguous. Safer to not include Benefits unless explicit. The posting does not list benefits like health, 401k, etc. So omit Benefits.
Pay: Not mentioned. Omit Pay.
Now sections:
- About the role: Could be a paragraph summarizing role purpose. The description includes: "As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses..." etc. That's more responsibilities. Maybe About the role can be a short paragraph: "The Financial Solutions Advisor Stage I role at Bank of America involves obtaining required securities licenses, developing advisory skills, and supporting clients in financial centers." We need to preserve all substantive information; we cannot invent or summarize away detail. But we can paraphrase as long as we keep all info? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." That suggests we should not omit details, but we can rephrase? It's ambiguous. Safer to keep the original sentences but maybe break into sections.
We could put the introductory paragraph about company purpose as About the role? Actually About the role likely should describe the role, not company purpose. The company purpose paragraphs could be considered About the role? Might be considered generic. But we need to include all substantive info; we can put company purpose in About the role as prose.
Better: Use About the role for the initial paragraphs describing the role and company purpose. Then Responsibilities for bullet list of duties (like obtaining licenses, training, client relationships, etc.). Requirements for required qualifications bullet list. Qualifications for desired qualifications bullet list. Skills for list of skills. Schedule for schedule info.
Let's extract details.
From text:
- "As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams."
- "Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions."
- "Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care."
- "We will equip you with everything you need as you move through the stages of development."
- "Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients."
- "As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill."
- "The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey."
- "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 your position requires SAFE Act registration, you will be 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 your immediate termination."
- "We’ll help you Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.Get training and one-on-one coaching from Academy managers who are invested in your success.Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs."
That's a lot of responsibilities.
Then Required Qualifications bullet list:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Spanish speaking
Skills list (seems a long list):
Client Experience Branding
Client Solutions Advisory
Investment Management
Pipeline Management
Referral Management
Client Management
Customer and Client Focus
Portfolio Management
Prospecting
Referral Identification
Business Acumen
Executive Presence
Oral Communications
Risk Management
Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday – Fridays and rotating Saturdays
Hours Per Week: 40
Shift: 1st shift (United States of America)
Also location 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." This is location info; could be included in About the role or maybe as a note. Not a section heading.
We must not include Job ID/requisition numbers.
Now produce HTML.
We'll have:
About the role
...
ThenResponsibilities
- ...
Requirements
- ...
Qualifications
- ...
Skills
- ...
Schedule
- ...
. Since schedule details are multiple items, we can use
- .
We must not repeat job title as heading.
We must not include empty sections.
Now craft About the role paragraph: combine company purpose and role description.
We need to preserve all substantive information; we can't omit details like SAFE Act registration, training, progression, etc. Those could go in Responsibilities or About the role. Let's put them in Responsibilities.
About the role: maybe a brief overview: "At Bank of America, you will work as a Financial Solutions Advisor Stage I, obtaining required securities licenses, developing advisory skills, and supporting clients in financial centers while progressing toward Stage II and beyond." That's a summary but may omit details. However we still have details in Responsibilities.
Thus About the role can be a short paragraph summarizing the role's purpose, not omitting required info because details are elsewhere.
Let's write:
At Bank of America, the Financial Solutions Advisor Stage I role focuses on obtaining the required Securities Industry licenses, building foundational advisory skills, and delivering core banking and investment solutions to clients in a financial center environment, with a clear progression path to Stage II and further career advancement.
That seems okay. Now Responsibilities list: need to capture all duties. Let's list bullet points: - Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses (Series 63 or 65 accepted in lieu of Series 66) with SIE within 30 days of hire and Series 7 & 66 within 120 days. - Receive dedicated, personalized classes and structured study time for license exams. - Acquire, build, and manage client relationships. - Consider clients’ complex financial pictures and guide them with advice and solutions to help them live their best financial lives. - Humanize financial interactions. - Work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care approach. - Receive world‑class training, on‑boarding, and one‑on‑one coaching from Academy managers. - Grow business knowledge using a defined consultative approach to identify client needs and appropriate solutions. - Build a network by interacting with banking customers, small business owners, and higher‑net‑worth clients, leveraging relationships with one out of two U.S. households. - Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve financial goals and life priorities. - Collaborate with core banking and investment partners to connect clients to Bank of America and Merrill solutions. - Progress to Financial Solutions Advisor Stage II after demonstrating success, continuing to grow and deepen relationships within a client portfolio. - Advance to many roles within Bank of America and Merrill with support from the Academy’s programs, tools, and resources. - Comply with SAFE Act registration requirements, including registration, background check, and maintaining good standing; failure to obtain/maintain may result in immediate termination. - Potentially begin in a phone‑based capacity at a financial center and later transition to a location within a reasonable commuting distance, based on business needs and applicable law. That covers. Now Requirements list (required qualifications): - Aptitude in obtaining required industry licenses. - Self‑disciplined in managing time and capacity. - Experience in cultivating client relationships, accessing needs, and recommending solutions. - Success creating strong peer relationships through effective communication and collaboration. - Results‑driven mindset while prioritizing client interests in a complex, fast‑paced environment. - Ability to execute multiple tasks simultaneously. - Learns and adapts to new technology or applications. Now Qualifications list (desired qualifications): - Currently holds FINRA Securities Industry Essentials (SIE). - Bachelor’s degree and/or a minimum of one year of financial services industry or sales