Financial Solutions Advisor - South Shore Market

We need to output HTML fragment with sections: About the role? The description includes intro about Bank of America. We can treat that as "About the role" or maybe "About the role" heading. The job description includes responsibilities list, required qualifications, desired qualifications, skills, minimum education requirement, shift/hours. We need to include sections only when there is real specific content. We must not include Pay, Schedule, Benefits unless stated. There's no explicit pay or benefits. There's shift and hours: "Shift: 1st shift (United States of America) Hours Per Week: 40". That's schedule info. Should we include a Schedule section? The rule: include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text. The posting does have shift and hours, which is schedule info. So we can include a Schedule section with that info. Benefits: not mentioned. Pay: not mentioned. So we omit those. We need headings:

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. We need to decide which headings to use. We have: - About the role: intro paragraph about Bank of America purpose, culture, etc. Could be placed under About the role. - Responsibilities: list of responsibilities. - Requirements: could combine Required Qualifications and Minimum Education Requirement? The rule says use headings like Requirements, Qualifications, Skills. We have Required Qualifications, Desired Qualifications, Skills, Minimum Education Requirement. We could have a Qualifications section with Required and Desired subpoints? But we must not invent filler. We could have separate sections: Required Qualifications, Desired Qualifications, Skills, Minimum Education Requirement. However the allowed headings list includes Requirements, Qualifications, Skills. It says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. Probably we should stick to those headings. So we can map: - About the role: intro. - Responsibilities: list. - Qualifications: could include Required Qualifications, Desired Qualifications, Minimum Education Requirement. - Skills: list. - Schedule: shift and hours. We should not repeat job title as heading. We must preserve all substantive information. So we need to include all details from the posting. Let's extract content. Intro paragraph: "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!" Then "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 may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan 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. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination." Then "Responsibilities:" bullet 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 Then "Required Qualifications:" list: - Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses - Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services - Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded - Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity - Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients - Must be able to work Monday through Friday and rotating Saturdays Then "Desired Qualifications:" list: - Strong computer skills with an ability to multitask in a demanding environment - Three or more years of 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 insurance licenses Then "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 Then "Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent" Then legal statement about Massachusetts lie detector test (boilerplate? It's a legal statement but not EEO; it's a specific state law. Should we keep? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is a legal statement about lie detector test. Likely considered legal boilerplate; we should remove it. It's not substantive to the job. So drop. Then "Please note that this requisition contains multiple locations but there is not an immediate opening for every location listed." This is also boilerplate about locations; could be considered metadata; maybe drop as it's not substantive. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. This is minor metadata; we could drop or include as a short p. Probably drop. Then "Shift: 1st shift (United States of America) Hours Per Week: 40". This is schedule info; we should keep. Now construct HTML. We need

  headings. We'll have:

  About the role

  ... intro paragraph ...

  Responsibilities

  • ... each responsibility ...
  ...

  Qualifications

  We need to include Required Qualifications, Desired Qualifications, Minimum Education Requirement. Could structure as subheadings? But we only allowed h3 for section headings; we could use

  for subheadings? Not prohibited but not mentioned. Safer to keep within Qualifications section using

  or

  with maybe headings inside? Could use inside

  . But we need to preserve all info. Could do:

  Qualifications

  Required Qualifications

  ...

  Desired Qualifications

  ...

  Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

  But using h4 may be okay; not prohibited. However the instruction says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but to be safe we could avoid extra headings and just list everything under Qualifications with

  paragraphs labeling each. Eg:

  Qualifications

  Required Qualifications:

  ...

  Desired Qualifications:

  ...

  Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

  That seems fine. Then Skills section:

  Skills

  ... Then Schedule section:

  Schedule

  Shift: 1st shift (United States of America); Hours Per Week: 40

  We must not include Pay/Benefits. Now ensure we preserve all substantive info from responsibilities, qualifications, skills, etc. Let's copy the exact phrasing. 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: - Currently holds Series 7 and 66 (or the equivalent 63 and 65 in lieu of 66) licenses - Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services - Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded - Sets and accomplishes goals, achieving whatever one sets their 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 time and capacity - Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies