Financial Solutions Advisor - Upstate New York Market
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. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences.
We need to decide which sections to include. The posting includes:
- Intro paragraph about Bank of America purpose, culture, inclusive workplace, etc. Could be "About the role" or maybe "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can use "About the role" for that intro.
- Then "Job Description: This job is responsible for providing comprehensive advice..." That's basically responsibilities. Then later there is a "Responsibilities:" list.
- Then "Required Qualifications:" list.
- Then "Desired Qualifications:" list.
- Then "Skills:" list.
- Then "Minimum Education Requirement:" line.
- Then "Shift: 1st shift (United States of America) Hours Per Week: 40" - that's schedule info. So we can include a Schedule section.
- No explicit Pay or Benefits mentioned. So we should NOT create Benefits or Pay sections.
- Also there is mention of SAFE Act registration etc. That's part of responsibilities or qualifications? It's in the job description paragraph. We'll keep it in responsibilities prose.
We need to avoid duplication. The posting includes both a paragraph describing responsibilities and then a bullet list under Responsibilities. We should combine? The instruction: preserve all substantive information; do not invent or summarize away detail. We can include both the prose and the list, but ensure not duplicate same content. The list items are more detailed; the paragraph is generic. We could keep both but ensure not duplicate same sentences. Probably okay to keep both.
We need to format lists with
- . For prose, use
.
We need to include headings
.
We should not include headings for empty sections.
Thus sections: About the role, Responsibilities, Required Qualifications, Desired Qualifications, Skills, Minimum Education Requirement (maybe under Qualifications? but we can treat as its own heading? The instruction list includes Requirements, Qualifications, Skills. It didn't list Education separately. Could fold Education into Qualifications or Requirements. Since they said "Minimum Education Requirement:" we could put under Qualifications (maybe as part of Required Qualifications). But we already have Required Qualifications and Desired Qualifications. Could combine Education into Required Qualifications as a bullet? But it's a separate line. Might be better to have a section "Requirements" for education? However instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we could have a "Requirements" section for education and maybe other mandatory items like SAFE Act registration? But we already have Required Qualifications. The instruction says we can use those headings; we are not forced to use exactly those; we can use them as examples. It says "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use those exact headings or similar. It's okay to use "Required Qualifications" and "Desired Qualifications" as headings? Those are not in the example list but they are similar to Qualifications. Might be okay. Safer to follow the examples: Use "Qualifications" for both required and desired? But we need to preserve detail; we could have a Qualifications section with subheadings? Not allowed because only headings. Could have two sections: "Required Qualifications" and "Desired Qualifications". That seems fine.
Education could be part of Required Qualifications as a bullet. But the posting says "Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent". That is a qualification. So we can add that as a bullet under Required Qualifications.
Thus sections:
- About the role (intro paragraph)
- Responsibilities (prose paragraph + list)
- Required Qualifications (list)
- Desired Qualifications (list)
- Skills (list)
- Schedule (info about shift and hours)
We should not include Benefits or Pay.
Now we need to 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!"
That's the About the role.
Now Responsibilities: There is a 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 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 after that there is a "Responsibilities:" heading and 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
We should combine the prose and list. Ensure not duplicate. The prose includes some similar items (triaging client leads, making referrals, meeting with clients, building a financial plan, recommending brokerage products). The list items are more detailed. We'll keep both.
Now Required Qualifications bullet 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
Also we need to include Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. We'll add as bullet under Required Qualifications.
Now Desired Qualifications bullet 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
Now Skills bullet list (the list given):
- 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: "Shift: 1st shift (United States of America) Hours Per Week: 40". We'll put as prose maybe.
Now we need to ensure we don't include boilerplate like EEO etc. There's none.
Now produce HTML fragment:
About the role
...
Responsibilities
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.
- 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
for prose. Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to decide which sections to include. The posting includes: - Intro paragraph about Bank of America purpose, culture, inclusive workplace, etc. Could be "About the role" or maybe "About the company". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can use "About the role" for that intro. - Then "Job Description: This job is responsible for providing comprehensive advice..." That's basically responsibilities. Then later there is a "Responsibilities:" list. - Then "Required Qualifications:" list. - Then "Desired Qualifications:" list. - Then "Skills:" list. - Then "Minimum Education Requirement:" line. - Then "Shift: 1st shift (United States of America) Hours Per Week: 40" - that's schedule info. So we can include a Schedule section. - No explicit Pay or Benefits mentioned. So we should NOT create Benefits or Pay sections. - Also there is mention of SAFE Act registration etc. That's part of responsibilities or qualifications? It's in the job description paragraph. We'll keep it in responsibilities prose. We need to avoid duplication. The posting includes both a paragraph describing responsibilities and then a bullet list under Responsibilities. We should combine? The instruction: preserve all substantive information; do not invent or summarize away detail. We can include both the prose and the list, but ensure not duplicate same content. The list items are more detailed; the paragraph is generic. We could keep both but ensure not duplicate same sentences. Probably okay to keep both. We need to format lists with
- . For prose, use
. We need to include headings
. We should not include headings for empty sections. Thus sections: About the role, Responsibilities, Required Qualifications, Desired Qualifications, Skills, Minimum Education Requirement (maybe under Qualifications? but we can treat as its own heading? The instruction list includes Requirements, Qualifications, Skills. It didn't list Education separately. Could fold Education into Qualifications or Requirements. Since they said "Minimum Education Requirement:" we could put under Qualifications (maybe as part of Required Qualifications). But we already have Required Qualifications and Desired Qualifications. Could combine Education into Required Qualifications as a bullet? But it's a separate line. Might be better to have a section "Requirements" for education? However instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we could have a "Requirements" section for education and maybe other mandatory items like SAFE Act registration? But we already have Required Qualifications. The instruction says we can use those headings; we are not forced to use exactly those; we can use them as examples. It says "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use those exact headings or similar. It's okay to use "Required Qualifications" and "Desired Qualifications" as headings? Those are not in the example list but they are similar to Qualifications. Might be okay. Safer to follow the examples: Use "Qualifications" for both required and desired? But we need to preserve detail; we could have a Qualifications section with subheadings? Not allowed because only
headings. Could have two sections: "Required Qualifications" and "Desired Qualifications". That seems fine. Education could be part of Required Qualifications as a bullet. But the posting says "Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent". That is a qualification. So we can add that as a bullet under Required Qualifications. Thus sections: - About the role (intro paragraph) - Responsibilities (prose paragraph + list) - Required Qualifications (list) - Desired Qualifications (list) - Skills (list) - Schedule (info about shift and hours) We should not include Benefits or Pay. Now we need to 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!" That's the About the role. Now Responsibilities: There is a 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 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 after that there is a "Responsibilities:" heading and 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 We should combine the prose and list. Ensure not duplicate. The prose includes some similar items (triaging client leads, making referrals, meeting with clients, building a financial plan, recommending brokerage products). The list items are more detailed. We'll keep both. Now Required Qualifications bullet 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 Also we need to include Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent. We'll add as bullet under Required Qualifications. Now Desired Qualifications bullet 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 Now Skills bullet list (the list given): - 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: "Shift: 1st shift (United States of America) Hours Per Week: 40". We'll put as prose maybe. Now we need to ensure we don't include boilerplate like EEO etc. There's none. Now produce HTML fragment:
About the role
...
Responsibilities
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.
- 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