Technology Solutions Consultant
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Preserve all substantive info. Include a section only when posting has real specific content for it. Avoid filler like "commensurate with experience". Pay and Schedule sections only if posting actually states them. The posting includes Salary: $90,000 - $95,000 per year + annual performance-based bonus. So we can have Pay section. Schedule: "Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office." So we can have Schedule section. Benefits: "Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more." So Benefits section.
We also have Summary (maybe About the role). Could map to About the role. Responsibilities: list of responsibilities. Requirements: maybe Basic Requirements and Preferred Requirements. Qualifications: maybe Education Requirements. Skills: maybe some skills listed.
We need to decide sections: About the role (summary), Responsibilities, Requirements (maybe combine Basic and Preferred?), Qualifications (Education), Skills (maybe some skill list), Benefits, Pay, Schedule.
We must not create sections with filler. Ensure each section has content.
We need to use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must output only HTML fragment, no /, no markdown fences.
Let's extract content.
Job title: Technology Support/Training Opportunity in Financial Services Technology Solutions Consultant (but we don't repeat as heading).
Location(s): list of hubs. Could be part of About the role or maybe a short paragraph. Not a heading.
Hybrid schedule: mention.
Role Type: Full-time.
Salary: $90,000 - $95,000 per year + annual performance-based bonus.
Actual compensation offered will be determined individually... (we can include in Pay section maybe as note).
Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days and much more. Also reference to careers page for more details (but we should remove application instructions? The link to careers page is not exactly application instruction but maybe considered reference; we can keep as part of Benefits? Might be considered boilerplate? It's a link to benefits page; maybe we can keep as part of Benefits but it's not a list. Could be a
with that sentence.
Summary: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives."
That's prose.
Responsibilities: a long list of bullet-like sentences. We need to convert to
- . The list includes many items separated by line breaks. We'll extract each sentence as a list item.
Let's list responsibilities from the posting:
- Develop and nurture strong relationships within a designated region to grow the Financial Professionals use of technology solutions to support business growth
- Provide consulting to financial professionals on a range of business issues, including technology strategy, CRM (Client Relationship Management) success, digital solutions, AI Tools, client experience solutions, and scalable workflows
- Conduct discovery on client needs, issues, and obstacles
- Formulate recommendations for process improvement
- Select and deliver appropriate tools and resources to help achieve goals
- Provide actionable feedback and advice
- Guide financial professionals through the change management process
- Leverage assessment tool to display success of consulting results
- Conduct virtual and in-person coaching and educational sessions for financial professionals and support staff
- Facilitate virtual study group meetings.
- Meet with offices via phone/online seminar to discuss their technology management items
- Provide custom demonstrations of offerings to help get offices started integrating technology
- Create and deliver peer panel technology symposiums with expert speakers on various business technology solutions
- Create and deliver technology presentations and represent the business unit at conferences and branch meetings.
- Create podcast content and interviews to highlight technology improvements and office impact
- Build expert consulting techniques and grow your knowledge across a broad range of business disciplines and evolution of technology solutions
- Interface, communicate, and support multiple departments within the organization on technology solution needs.
- Work collaboratively across business units to provide service and to facilitate cross referrals
- Develop and document repeatable strategies to help Financial Professionals better use new digital tools to run their practice more efficiently
- Understand and be able to demonstrate a working knowledge of metrics to measure milestones and progress
That's many items.
Requirements: Basic Requirements list:
- 5+ years’ experience in financial services including focus on business coaching/consulting/training
- Experience with technology solutions including CRM solutions, digital tools, document management, and workflow tools.
- Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
- Strong consulting and coaching skills
- Aptitude to analyze information and behavior and develop relevant solutions
- Ability to plan and implement organizational goals and objectives
- Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
- Ability to review and revise processes and procedures
- Skill in conducting effective presentations (virtual and in person) and workshops; excellent verbal and written communication
- Skill in leveraging software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
- All other duties as assigned
Preferred Requirements:
- Active FINRA (Financial Industry Regulatory Authority) registrations preferred - ex: Series 6, 7, 24, and 63/65 (or Series 66). If not current, ability to complete applicable SIE, 6 or 7 within 12 months.
Education Requirements:
- Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.
- Minimum of high school diploma or equivalent is required.
We could have Qualifications section for Education. Or Requirements could include both basic and preferred? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We could have:
- About the role (summary)
- Responsibilities (list)
- Requirements (maybe Basic Requirements)
- Qualifications (Education Requirements)
- Skills (maybe some of the skill-based items like communication, consulting, coaching, analysis, planning, customer service, process review, presentations, software skills)
- Benefits (list)
- Pay (salary + bonus)
- Schedule (hybrid 4 days)
We must avoid duplication. Ensure we don't repeat same content across sections.
Let's extract skills from Basic Requirements that are skill-like: Ability to communicate..., Strong consulting and coaching skills, Aptitude to analyze information..., Ability to plan and implement..., Capableness to project..., Ability to review and revise..., Skill in conducting effective presentations..., Skill in leveraging software packages...
We could put those in Skills section as list.
Requirements could be the experience and experience with technology solutions (the first two items). Or we could combine experience and tech solution experience as Requirements.
Qualifications: Education.
Let's decide:
About the role: summary paragraph.
Responsibilities: list of responsibilities (the long list).
Requirements: list of experience requirements: "5+ years’ experience in financial services including focus on business coaching/consulting/training" and "Experience with technology solutions including CRM solutions, digital tools, document management, and workflow tools."
Qualifications: Education: "Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required."
Skills: list of skill items: communication, consulting/coaching, analysis, planning/organizational goals, customer service focus, process review, presentation skills, software skills.
Preferred Requirements: maybe we could include under Requirements as a separate subsection? But we have no heading for Preferred. Could we add to Requirements as a note? Might be better to include under Requirements as a list item with note "Preferred: Active FINRA registrations..." but that is preferred not required. Could we create a separate section "Preferred Qualifications"? Not in allowed headings. Could we incorporate into Requirements or Qualifications? Probably better to add under Requirements as a separate bullet but label as preferred. The instruction: include a section ONLY when posting has real specific content for it. It does not forbid mixing required and preferred in same section. So we can include preferred under Requirements as a bullet.
Benefits: list: health, vision, dental insurance, 401k, paid time away, volunteer days and much more. Also maybe mention "visit our careers page: Osaic Benefits." That's more like a reference; we could include as a note in Benefits paragraph.
Pay: Salary: $90,000 - $95,000 per year + annual performance-based bonus. Also note: Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package.
Schedule: "Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule."
Also location list could be included in About the role or maybe a short paragraph under About the role.
We must not include boilerplate like Equal Opportunity Employer, Eligibility, Unqualified Applications, Recruiting Agencies. Remove those.
Now construct HTML.
We'll start with
About the role
then containing summary plus location and schedule? Actually schedule is separate section. Location maybe in About the role.
Let's craft About the role paragraph: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives. The role is based at one of our hubs in Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; or St. Petersburg, FL, and requires a hybrid schedule with a minimum of four days in the office per week."
That covers summary and location and schedule? But schedule is separate section; we might not want to duplicate. Better to keep schedule separate. So About the role includes summary and location only. Then Schedule section includes hybrid schedule requirement.
Thus About the role paragraph: summary + location.
Let's write: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives. The position is located at one of our hubs in Atlanta, GA; La Vista, NE; Oakdale, MN; Scot
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Preserve all substantive info. Include a section only when posting has real specific content for it. Avoid filler like "commensurate with experience". Pay and Schedule sections only if posting actually states them. The posting includes Salary: $90,000 - $95,000 per year + annual performance-based bonus. So we can have Pay section. Schedule: "Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office." So we can have Schedule section. Benefits: "Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more." So Benefits section. We also have Summary (maybe About the role). Could map to About the role. Responsibilities: list of responsibilities. Requirements: maybe Basic Requirements and Preferred Requirements. Qualifications: maybe Education Requirements. Skills: maybe some skills listed. We need to decide sections: About the role (summary), Responsibilities, Requirements (maybe combine Basic and Preferred?), Qualifications (Education), Skills (maybe some skill list), Benefits, Pay, Schedule. We must not create sections with filler. Ensure each section has content. We need to use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must output only HTML fragment, no /, no markdown fences.
Let's extract content.
Job title: Technology Support/Training Opportunity in Financial Services Technology Solutions Consultant (but we don't repeat as heading).
Location(s): list of hubs. Could be part of About the role or maybe a short paragraph. Not a heading.
Hybrid schedule: mention.
Role Type: Full-time.
Salary: $90,000 - $95,000 per year + annual performance-based bonus.
Actual compensation offered will be determined individually... (we can include in Pay section maybe as note).
Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days and much more. Also reference to careers page for more details (but we should remove application instructions? The link to careers page is not exactly application instruction but maybe considered reference; we can keep as part of Benefits? Might be considered boilerplate? It's a link to benefits page; maybe we can keep as part of Benefits but it's not a list. Could be a
with that sentence.
Summary: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives."
That's prose.
Responsibilities: a long list of bullet-like sentences. We need to convert to
- . The list includes many items separated by line breaks. We'll extract each sentence as a list item.
Let's list responsibilities from the posting:
- Develop and nurture strong relationships within a designated region to grow the Financial Professionals use of technology solutions to support business growth
- Provide consulting to financial professionals on a range of business issues, including technology strategy, CRM (Client Relationship Management) success, digital solutions, AI Tools, client experience solutions, and scalable workflows
- Conduct discovery on client needs, issues, and obstacles
- Formulate recommendations for process improvement
- Select and deliver appropriate tools and resources to help achieve goals
- Provide actionable feedback and advice
- Guide financial professionals through the change management process
- Leverage assessment tool to display success of consulting results
- Conduct virtual and in-person coaching and educational sessions for financial professionals and support staff
- Facilitate virtual study group meetings.
- Meet with offices via phone/online seminar to discuss their technology management items
- Provide custom demonstrations of offerings to help get offices started integrating technology
- Create and deliver peer panel technology symposiums with expert speakers on various business technology solutions
- Create and deliver technology presentations and represent the business unit at conferences and branch meetings.
- Create podcast content and interviews to highlight technology improvements and office impact
- Build expert consulting techniques and grow your knowledge across a broad range of business disciplines and evolution of technology solutions
- Interface, communicate, and support multiple departments within the organization on technology solution needs.
- Work collaboratively across business units to provide service and to facilitate cross referrals
- Develop and document repeatable strategies to help Financial Professionals better use new digital tools to run their practice more efficiently
- Understand and be able to demonstrate a working knowledge of metrics to measure milestones and progress
That's many items.
Requirements: Basic Requirements list:
- 5+ years’ experience in financial services including focus on business coaching/consulting/training
- Experience with technology solutions including CRM solutions, digital tools, document management, and workflow tools.
- Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
- Strong consulting and coaching skills
- Aptitude to analyze information and behavior and develop relevant solutions
- Ability to plan and implement organizational goals and objectives
- Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
- Ability to review and revise processes and procedures
- Skill in conducting effective presentations (virtual and in person) and workshops; excellent verbal and written communication
- Skill in leveraging software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
- All other duties as assigned
Preferred Requirements:
- Active FINRA (Financial Industry Regulatory Authority) registrations preferred - ex: Series 6, 7, 24, and 63/65 (or Series 66). If not current, ability to complete applicable SIE, 6 or 7 within 12 months.
Education Requirements:
- Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.
- Minimum of high school diploma or equivalent is required.
We could have Qualifications section for Education. Or Requirements could include both basic and preferred? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We could have:
- About the role (summary)
- Responsibilities (list)
- Requirements (maybe Basic Requirements)
- Qualifications (Education Requirements)
- Skills (maybe some of the skill-based items like communication, consulting, coaching, analysis, planning, customer service, process review, presentations, software skills)
- Benefits (list)
- Pay (salary + bonus)
- Schedule (hybrid 4 days)
We must avoid duplication. Ensure we don't repeat same content across sections.
Let's extract skills from Basic Requirements that are skill-like: Ability to communicate..., Strong consulting and coaching skills, Aptitude to analyze information..., Ability to plan and implement..., Capableness to project..., Ability to review and revise..., Skill in conducting effective presentations..., Skill in leveraging software packages...
We could put those in Skills section as list.
Requirements could be the experience and experience with technology solutions (the first two items). Or we could combine experience and tech solution experience as Requirements.
Qualifications: Education.
Let's decide:
About the role: summary paragraph.
Responsibilities: list of responsibilities (the long list).
Requirements: list of experience requirements: "5+ years’ experience in financial services including focus on business coaching/consulting/training" and "Experience with technology solutions including CRM solutions, digital tools, document management, and workflow tools."
Qualifications: Education: "Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required."
Skills: list of skill items: communication, consulting/coaching, analysis, planning/organizational goals, customer service focus, process review, presentation skills, software skills.
Preferred Requirements: maybe we could include under Requirements as a separate subsection? But we have no heading for Preferred. Could we add to Requirements as a note? Might be better to include under Requirements as a list item with note "Preferred: Active FINRA registrations..." but that is preferred not required. Could we create a separate section "Preferred Qualifications"? Not in allowed headings. Could we incorporate into Requirements or Qualifications? Probably better to add under Requirements as a separate bullet but label as preferred. The instruction: include a section ONLY when posting has real specific content for it. It does not forbid mixing required and preferred in same section. So we can include preferred under Requirements as a bullet.
Benefits: list: health, vision, dental insurance, 401k, paid time away, volunteer days and much more. Also maybe mention "visit our careers page: Osaic Benefits." That's more like a reference; we could include as a note in Benefits paragraph.
Pay: Salary: $90,000 - $95,000 per year + annual performance-based bonus. Also note: Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package.
Schedule: "Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule."
Also location list could be included in About the role or maybe a short paragraph under About the role.
We must not include boilerplate like Equal Opportunity Employer, Eligibility, Unqualified Applications, Recruiting Agencies. Remove those.
Now construct HTML.
We'll start with
About the role
then containing summary plus location and schedule? Actually schedule is separate section. Location maybe in About the role.
Let's craft About the role paragraph: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives. The role is based at one of our hubs in Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; or St. Petersburg, FL, and requires a hybrid schedule with a minimum of four days in the office per week."
That covers summary and location and schedule? But schedule is separate section; we might not want to duplicate. Better to keep schedule separate. So About the role includes summary and location only. Then Schedule section includes hybrid schedule requirement.
Thus About the role paragraph: summary + location.
Let's write: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives. The position is located at one of our hubs in Atlanta, GA; La Vista, NE; Oakdale, MN; Scot
for prose. We must output only HTML fragment, no /, no markdown fences. Let's extract content. Job title: Technology Support/Training Opportunity in Financial Services Technology Solutions Consultant (but we don't repeat as heading). Location(s): list of hubs. Could be part of About the role or maybe a short paragraph. Not a heading. Hybrid schedule: mention. Role Type: Full-time. Salary: $90,000 - $95,000 per year + annual performance-based bonus. Actual compensation offered will be determined individually... (we can include in Pay section maybe as note). Benefits: health, vision, dental insurance, 401k, paid time away, volunteer days and much more. Also reference to careers page for more details (but we should remove application instructions? The link to careers page is not exactly application instruction but maybe considered reference; we can keep as part of Benefits? Might be considered boilerplate? It's a link to benefits page; maybe we can keep as part of Benefits but it's not a list. Could be a
with that sentence. Summary: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives." That's prose. Responsibilities: a long list of bullet-like sentences. We need to convert to
- . The list includes many items separated by line breaks. We'll extract each sentence as a list item.
Let's list responsibilities from the posting:
- Develop and nurture strong relationships within a designated region to grow the Financial Professionals use of technology solutions to support business growth
- Provide consulting to financial professionals on a range of business issues, including technology strategy, CRM (Client Relationship Management) success, digital solutions, AI Tools, client experience solutions, and scalable workflows
- Conduct discovery on client needs, issues, and obstacles
- Formulate recommendations for process improvement
- Select and deliver appropriate tools and resources to help achieve goals
- Provide actionable feedback and advice
- Guide financial professionals through the change management process
- Leverage assessment tool to display success of consulting results
- Conduct virtual and in-person coaching and educational sessions for financial professionals and support staff
- Facilitate virtual study group meetings.
- Meet with offices via phone/online seminar to discuss their technology management items
- Provide custom demonstrations of offerings to help get offices started integrating technology
- Create and deliver peer panel technology symposiums with expert speakers on various business technology solutions
- Create and deliver technology presentations and represent the business unit at conferences and branch meetings.
- Create podcast content and interviews to highlight technology improvements and office impact
- Build expert consulting techniques and grow your knowledge across a broad range of business disciplines and evolution of technology solutions
- Interface, communicate, and support multiple departments within the organization on technology solution needs.
- Work collaboratively across business units to provide service and to facilitate cross referrals
- Develop and document repeatable strategies to help Financial Professionals better use new digital tools to run their practice more efficiently
- Understand and be able to demonstrate a working knowledge of metrics to measure milestones and progress
That's many items.
Requirements: Basic Requirements list:
- 5+ years’ experience in financial services including focus on business coaching/consulting/training
- Experience with technology solutions including CRM solutions, digital tools, document management, and workflow tools.
- Ability to communicate with co-workers, customers, and various business contacts in a courteous and professional manner
- Strong consulting and coaching skills
- Aptitude to analyze information and behavior and develop relevant solutions
- Ability to plan and implement organizational goals and objectives
- Capableness to project a strong customer service focus utilizing empathy, patience, and the desire for positive closure (agreement)
- Ability to review and revise processes and procedures
- Skill in conducting effective presentations (virtual and in person) and workshops; excellent verbal and written communication
- Skill in leveraging software packages (Microsoft Office, Outlook, Excel, PowerPoint, etc.)
- All other duties as assigned
Preferred Requirements:
- Active FINRA (Financial Industry Regulatory Authority) registrations preferred - ex: Series 6, 7, 24, and 63/65 (or Series 66). If not current, ability to complete applicable SIE, 6 or 7 within 12 months.
Education Requirements:
- Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.
- Minimum of high school diploma or equivalent is required.
We could have Qualifications section for Education. Or Requirements could include both basic and preferred? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly.
We could have:
- About the role (summary)
- Responsibilities (list)
- Requirements (maybe Basic Requirements)
- Qualifications (Education Requirements)
- Skills (maybe some of the skill-based items like communication, consulting, coaching, analysis, planning, customer service, process review, presentations, software skills)
- Benefits (list)
- Pay (salary + bonus)
- Schedule (hybrid 4 days)
We must avoid duplication. Ensure we don't repeat same content across sections.
Let's extract skills from Basic Requirements that are skill-like: Ability to communicate..., Strong consulting and coaching skills, Aptitude to analyze information..., Ability to plan and implement..., Capableness to project..., Ability to review and revise..., Skill in conducting effective presentations..., Skill in leveraging software packages...
We could put those in Skills section as list.
Requirements could be the experience and experience with technology solutions (the first two items). Or we could combine experience and tech solution experience as Requirements.
Qualifications: Education.
Let's decide:
About the role: summary paragraph.
Responsibilities: list of responsibilities (the long list).
Requirements: list of experience requirements: "5+ years’ experience in financial services including focus on business coaching/consulting/training" and "Experience with technology solutions including CRM solutions, digital tools, document management, and workflow tools."
Qualifications: Education: "Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required."
Skills: list of skill items: communication, consulting/coaching, analysis, planning/organizational goals, customer service focus, process review, presentation skills, software skills.
Preferred Requirements: maybe we could include under Requirements as a separate subsection? But we have no heading for Preferred. Could we add to Requirements as a note? Might be better to include under Requirements as a list item with note "Preferred: Active FINRA registrations..." but that is preferred not required. Could we create a separate section "Preferred Qualifications"? Not in allowed headings. Could we incorporate into Requirements or Qualifications? Probably better to add under Requirements as a separate bullet but label as preferred. The instruction: include a section ONLY when posting has real specific content for it. It does not forbid mixing required and preferred in same section. So we can include preferred under Requirements as a bullet.
Benefits: list: health, vision, dental insurance, 401k, paid time away, volunteer days and much more. Also maybe mention "visit our careers page: Osaic Benefits." That's more like a reference; we could include as a note in Benefits paragraph.
Pay: Salary: $90,000 - $95,000 per year + annual performance-based bonus. Also note: Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package.
Schedule: "Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule."
Also location list could be included in About the role or maybe a short paragraph under About the role.
We must not include boilerplate like Equal Opportunity Employer, Eligibility, Unqualified Applications, Recruiting Agencies. Remove those.
Now construct HTML.
We'll start with
About the role
thencontaining summary plus location and schedule? Actually schedule is separate section. Location maybe in About the role. Let's craft About the role paragraph: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives. The role is based at one of our hubs in Atlanta, GA; La Vista, NE; Oakdale, MN; Scottsdale, AZ; or St. Petersburg, FL, and requires a hybrid schedule with a minimum of four days in the office per week." That covers summary and location and schedule? But schedule is separate section; we might not want to duplicate. Better to keep schedule separate. So About the role includes summary and location only. Then Schedule section includes hybrid schedule requirement. Thus About the role paragraph: summary + location. Let's write: "We have an opportunity at Osaic to join a team that specializes in making a real-world impact on financial professionals and their staff. When you are part of the team, you will be responsible for providing technology coaching and consulting our affiliated financial professionals to help them grow their efficiencies to create a high-touch client experience. Team members’ responsibilities include conducting live and virtual educational sessions, facilitating virtual study groups, and providing subject-matter expertise and technology trends to support the on-going content development initiatives. The position is located at one of our hubs in Atlanta, GA; La Vista, NE; Oakdale, MN; Scot