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Financial Solutions Advisor - South Bay

Bank of America · Long Beach, CA · 1 mo ago
ConsultingFull-time
We need to output HTML fragment with sections: About the role? The description includes intro about Bank of America purpose etc. Could be "About the role" or maybe "About the role" not present but we can create heading if content exists. The instruction: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. So we need to decide which sections to include based on content. We have: - Intro paragraph about Bank of America purpose, culture, etc. Could be "About the role" or maybe "About the role" is generic but we have content. Could also be "Responsibilities" (we have list). "Qualifications" (we have Required Qualifications and Desired Qualifications). "Skills" (list). "Benefits" (mention of affordable, competitive and flexible benefits but not specific). The instruction: never create Benefits section unless posting actually states them. It says "supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits." That's a statement about benefits but not specific list. Might be considered substantive? It mentions benefits but not details. Might be okay to include Benefits section with that sentence? However they said "Prefer a few substantive sections over many thin ones." Might be okay to include Benefits with that sentence. Pay: not specified. So omit Pay. Schedule: we have Schedule: Monday-Friday Open availability required + some Saturdays. Also Hours Per Week: 40, Shift: 1st shift. So we have schedule info. So include Schedule section. Also maybe "Qualifications" includes Required and Desired. Could combine into one Qualifications section with subpoints? But we need to use
  • for any list of duties/requirements/benefits. So we can have Required Qualifications as list, Desired Qualifications as list maybe separate headings? But we cannot create headings for sub-sections unless they are from the list of allowed headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Qualifications heading and inside we can have two lists: Required Qualifications and Desired Qualifications maybe as

    headings? Not allowed to create extra headings. Could use

    to label them? Probably okay to have

    Required Qualifications:

    then list. But they said use

    for prose. Using inside

    is okay. We'll keep it simple: have a

    describing required qualifications then

      . Similarly for desired. Skills: list. Benefits: we have a sentence about benefits. Could put in

      . Also we have "About the role" content: the introductory paragraph about Bank of America purpose, culture, etc. That's substantive. So include About the role. Responsibilities: we have list of responsibilities after "Responsibilities:" heading. So include Responsibilities. We also have "Job Description: This job is responsible for providing comprehensive advice..." That's also responsibilities but we already have list. Might combine but we can keep the prose as part of About the role? Actually the "Job Description: This job is responsible..." is a summary of responsibilities. Could be included in About the role or Responsibilities. To avoid duplication, we can incorporate that sentence into About the role as overview. But we already have About the role with Bank of America culture. Could add that sentence there. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep the sentence about providing comprehensive advice etc. If we put it in About the role, it's still preserved. Ensure not to lose any details. Let's extract all substantive content: Intro about Bank of America purpose, culture, inclusive workplace, in-office culture, career development, etc. Job Description summary: "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." Then Responsibilities list (bullet points). Then Required Qualifications list (bullet points). Then Desired Qualifications list (bullet points). Then Skills list (bullet points). Then Schedule info: Monday-Friday Open availability required + some Saturdays, Hours Per Week: 40, Shift: 1st shift (United States of America). Also Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. Also location info: "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. Please note that while this requisition includes multiple locations, there is not an immediate opening at every location listed." This is location/mobility info; could be part of About the role or maybe a separate section? Not in allowed headings. Could fold into About the role as prose. Also there is initial paragraph about laws restricting hiring: "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." That's substantive; should be preserved. Could be part of About the role or maybe a separate "Requirements"? But we have Qualifications. Could include in About the role as a note. We must not include boilerplate like cookie/navigation/legal/EEO etc. That initial law restriction is not boilerplate; it's specific to the job. Keep it. Now craft HTML:

      About the role

      ... combine Bank of America purpose, culture, in-office, career development, location flexibility, legal restrictions, job summary ...

      Then

      Responsibilities

      • ... each bullet from responsibilities list ...
      Then

      Qualifications

      Maybe split into Required and Desired using

      headings inside. We could do:

      Qualifications

      Required Qualifications:

        ... required ...

      Desired Qualifications:

        ... desired ...
      Then

      Skills

        ... skills ...
      Then

      Benefits

      ... benefits statement ...

      Then

      Schedule

        ... schedule items ...
      maybe list. But schedule items are not a list but we can still use
      • for each item: Monday-Friday Open availability required + some Saturdays; Hours Per Week: 40; Shift: 1st shift (United States of America). Also Minimum Education Requirement could be part of Qualifications? Actually education is a qualification. Could add to Required Qualifications as bullet? But it's separate. Could add to Qualifications section as a bullet under Required? Might be better to add as a bullet under Required Qualifications: "High School Diploma / GED / Secondary School or equivalent". However the posting lists it separately; we can include it as part of Required Qualifications. We must preserve all substantive info; we can incorporate. Now ensure we don't repeat job title as heading. Not using. Now produce HTML fragment. Let's extract exact bullet points. Responsibilities list from posting: - 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: - 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: - 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: - 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 Benefits statement: "supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits." Also earlier: "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." That's also part of About the role. Also: "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." Also: "At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact." Also initial law restriction sentence. Also job summary sentence: "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 S

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