P1 Advisor Non-Exempt
Ameriprise Financial Services, LLC · Conshohocken, PA · 1 mo ago
HybridFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes "About Our Company" (but we shouldn't repeat job title; we can have About the role? Actually "About Our Company" is about company, not role. The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map content accordingly.
We need to preserve all substantive info, remove boilerplate (EEO, equal opportunity, accommodation, etc). Also remove duplicated lines, navigation, cookie, legal, etc.
We need to decide which sections have content.
From posting:
- About Our Company: description of company. Could map to "About the role"? Actually "About the role" is about the job, not company. But we have no explicit "About the role" section. However we could treat "About Our Company" as "About the role"? Might be okay but instruction says use those headings as examples; we can use them if content matches. The company description is not about the role but maybe we can still put under "About the role"? Might be misaligned. Better to not create a section if no matching content. But we have substantive info about company; maybe we can put under "About the role" as it's still relevant. However the instruction: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map content accordingly.
We need to preserve all substantive info, remove boilerplate (EEO, equal opportunity, accommodation, etc). Also remove duplicated lines, navigation, cookie, legal, etc.
We need to decide which sections have content.
From posting:
- About Our Company: description of company. Could map to "About the role"? Actually "About the role" is about the job, not company. But we have no explicit "About the role" section. However we could treat "About Our Company" as "About the role"? Might be okay but instruction says use those headings as examples; we can use them if content matches. The company description is not about the role but maybe we can still put under "About the role"? Might be misaligned. Better to not create a section if no matching content. But we have substantive info about company; maybe we can put under "About the role" as it's still relevant. However the instruction: "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 typical. We could also include "About the Company" if we want, but they didn't list that as example. Safer to stick to given examples; if we don't have content for a heading, we omit it.
Thus we need to map content to these headings where possible.
Content sections:
- Job Description: "Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads."
That could be under "About the role" (description of role). Good.
- Key Responsibilities: list of items. That's Responsibilities.
- Required Qualifications: "Join Ameriprise in a team practice and support a seasoned financial advisor or advisors." That's minimal. Could be under Requirements? Actually Required Qualifications is a heading; we have Qualifications section. Could map Required Qualifications to Qualifications.
- Preferred Qualifications: list items. Could go under Skills? Or Qualifications? The instruction includes Qualifications and Skills separate. We could put Required Qualifications under Qualifications, Preferred Qualifications under Skills (or also Qualifications). But we need to avoid thin sections. Perhaps combine both under Qualifications? But we have separate headings; we could put Required Qualifications under Qualifications, Preferred Qualifications under Skills (since they are skills/attributes). Let's see.
Preferred Qualifications includes: Four-year college degree, high level of confidence, perseverance, strong desire to succeed, accountability, outstanding verbal/written/listening communication skills, willingness to learn from seasoned advisor, collaborative team-centric environment. Those are skills/qualities. So we can put under Skills.
- Full-Time/Part-Time: Full time. Exempt/Non-Exempt: Non-Exempt. Job Family Group, Line of Business, etc. Those could be under Benefits? Not really. Pay and Schedule: we have Full time (schedule) and maybe Pay not mentioned. No pay info. So we should not create Pay or Benefits sections unless posting actually states them. There's no mention of benefits, pay, schedule beyond full-time. Schedule: we have Full time (implies schedule). Could we create a Schedule section with "Full time"? The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state Full time (schedule). So we can include Schedule section with that info. Benefits: not mentioned, so omit. Pay: not mentioned, omit.
Thus sections:
- About the role (h3) with job description paragraph.
- Responsibilities (h3) with ul of responsibilities.
- Qualifications (h3) with required qualifications paragraph.
- Skills (h3) with ul of preferred qualifications.
- Schedule (h3) with p stating Full time.
We must not include boilerplate like EEO, accommodation, etc.
We must preserve all substantive information: need to include all responsibilities list items, required qualifications, preferred qualifications, company description? Actually company description is under About Our Company; we didn't include that anywhere. Should we include it? It's substantive info about company. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include company description somewhere. Where could we put it? Could be under About the role? But that is about role, not company. However we could add a section "About the Company" but not in examples. But we could still use with a custom heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The "e.g." suggests those are examples, not exclusive list. So we could add a heading like "About the Company". That would be okay as it's still an h3. The instruction didn't forbid other headings. It just gave examples. So we can add About the Company section to preserve that info.
Thus we will have:
About the Company
with a custom heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). The "e.g." suggests those are examples, not exclusive list. So we could add a heading like "About the Company". That would be okay as it's still an h3. The instruction didn't forbid other headings. It just gave examples. So we can add About the Company section to preserve that info.
Thus we will have:
About the Company
About the Company
... company description ...
Then About the role (job description). Then Responsibilities, Qualifications, Skills, Schedule. We must not include duplicated lines. Ensure we don't repeat. Now extract details. Company description: "We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world." Job Description paragraph: "Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads." Key Responsibilities list: - Obtain Your Required Licenses/credentials Within 150 Days Of Hire - FINRA Series 7 Active State Securities Agent Registration (S63 or S66) - Active IAR Registration (S65 or S66) and State Life, Health Insurance and Variable Products lines. - Attend and engage in licensing coaching, as required. - Be accountable for making progress within the program’s licensing and appointment preparation timelines. - Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. - Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. - Provide support to clients and prospects by serving them holistically and/or specializing in products or services. - Specialized responsibilities may include: - Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. - Identify clients to engage or re-engage in financial planning relationships. - Gather and analyze data and develop financial planning recommendations. - Help prepare and/or deliver financial plans. - Foster ongoing financial planning relationships with clients. - Become a product expert. - Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. - Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. - Manage the practice’s client service model and consistent execution. - Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Note: Some items have sub-bullets under "Specialized responsibilities may include:" We need to preserve all. We'll flatten maybe as list items. Required Qualifications: "Join Ameriprise in a team practice and support a seasoned financial advisor or advisors." Preferred Qualifications (list): - Four-year college degree from an accredited institution. - High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment. - Show accountability to your results. - Outstanding verbal, written and listening communication skills. - Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment. Schedule: "Full time" (also Exempt/Non-Exempt Non-Exempt). Could include that as part of schedule: "Full time, Non-Exempt". We'll include both. Now produce HTML. We must not include any markdown fences. Just raw HTML. We'll structure:About the Company
...
About the role
...
Responsibilities
- ... ...
Qualifications
...
Skills
- ... ...
Schedule
Full time, Non‑Exempt
Check for any duplicated lines: ensure we didn't repeat. Now ensure we preserve all info exactly as given, but we can adjust punctuation? Should preserve meaning but not change. We'll copy text. Let's craft. Company description: keep as is. About the role: copy job description. Responsibilities: need to list each bullet. Let's list them: 1. Obtain Your Required Licenses/credentials Within 150 Days Of Hire 2. FINRA Series 7 Active State Securities Agent Registration (S63 or S66) 3. Active IAR Registration (S65 or S66) and State Life, Health Insurance and Variable Products lines. 4. Attend and engage in licensing coaching, as required. 5. Be accountable for making progress within the program’s licensing and appointment preparation timelines. 6. Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals. 7. Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice. 8. Provide support to clients and prospects by serving them holistically and/or specializing in products or services. 9. Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals. 10. Identify clients to engage or re-engage in financial planning relationships. 11. Gather and analyze data and develop financial planning recommendations. 12. Help prepare and/or deliver financial plans. 13. Foster ongoing financial planning relationships with clients. 14. Become a product expert. 15. Serve clients and prospects in this capacity, run illustrations and develop product-centric recommendations. 16. Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc. 17. Manage the practice’s client service model and consistent execution. 18. Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities. Note: The original had "Specialized responsibilities may include:" preceding items 9-18. We'll just include them as list items. Qualifications: "Join Ameriprise in a team practice and support a seasoned financial advisor or advisors." Skills: list preferred qualifications. - Four-year college degree from an accredited institution. - High level of confidence, perseverance and a strong desire to succeed