Wealth Planner
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. No Pay or Schedule if not present. The posting includes Benefits section. It includes responsibilities (Duties And Responsibilities). It includes Experience And Qualifications (which could be split into Requirements, Qualifications, Skills). We need to decide how to map.
We have content: first paragraph describing role (About the role). Then Duties And Responsibilities with subpoints. Then Experience And Qualifications with bullet-like sentences. Then Physical Requirements (maybe not needed). Then Benefits. Also mention "Must be in good compliance standing..." etc.
We need to avoid repeating job title. No Job ID. Remove boilerplate like E-Verify, privacy policy, etc. Also remove duplicated lines, navigation, legal, EEO, etc. There's no explicit EEO but there is "Allworth Financial participates in E-Verify..." that's boilerplate; remove. Also "Click here for more information." etc. Remove.
We need to preserve all substantive information. So we need to include About the role paragraph, Responsibilities (list), Requirements/Qualifications/Skills (maybe combine). Benefits list.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not create Pay/Schedule sections unless posting actually states them. Not present.
We need to decide sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. Could combine Requirements and Qualifications? But we can separate if content fits.
Let's extract:
About the role: The Wealth Planner plays a crucial role on our Wealth Planning Team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include organizing client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice.
That's prose.
Responsibilities: Duties And Responsibilities with percentages and bullet-like statements.
We need to turn into list items.
List:
- Partner with Advisors and Sales Team (30%):
- Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.
- Review initial planning needs, clarify data requirements, and help organize all relevant client documents.
- Maintain clear communication with the team regarding case progress and any outstanding data requirements.
- Collaboration with Integrated Services (20%):
- Coordinate with Tax, Estate Planning, Insurance, outside vendors, and Investment teams to collect specialized input for each client’s financial plan.
- Consolidate, summarize, and verify all information to ensure alignment with the client’s goals.
- Track case activities and maintain accurate records in Salesforce (or similar CRM).
- Create and Support Financial Planning Deliverables (40%):
- Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency.
- Prepare initial proposals, plan summaries, and supporting documents based on the Advisor’s recommendations.
- Develop comprehensive, personalized financial planning recommendations aligned with clients’ goals, financial circumstances, and risk tolerance.
- Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information.
- Adhere to best practices and established timelines to maintain a high standard of service quality.
- Client Presentation Support (10%):
- Organize and prepare meeting materials for Advisor-led client presentations.
- Participate in client meetings when necessary to provide detailed insights or gather additional data.
- Coordinate with the advisor for any updates to the plan, changes in strategy, and schedule further meetings with the client if necessary.
We could keep percentages as part of heading or within list item. Probably keep as part of item.
Now Experience And Qualifications: Contains:
- Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).
- 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.
- Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.
- Demonstrated interest in pursuing professional designations (e.g., CFP®, CFA, CPA) is a plus.
- Strong organizational skills with meticulous attention to detail and accuracy.
- Excellent verbal and written communication skills; enjoys collaborative teamwork.
- Ability to manage multiple projects in a fast-paced, dynamic environment.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.
- Must be in good compliance standing with all relevant regulations, rules, and internal policies.
- Ability to travel up to 5%
Also Physical Requirements: ability to stand or sit for long periods, lift at least 15 pounds, file documents in high or low cabinets, use telephone, use computer systems. This could be considered Requirements or maybe separate but we can include under Requirements or Qualifications. Since we have sections Requirements, Qualifications, Skills, we could map:
Requirements: education, years of experience, compliance, travel ability.
Qualifications: familiarity with software, interest in designations, proficiency in MS Office, Salesforce experience.
Skills: organizational skills, attention to detail, communication, teamwork, managing multiple projects, ability to lift, stand/sit, etc.
But we need to avoid filler. We'll include all.
We need to decide which sections to output. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine into fewer sections: About the role, Responsibilities, Requirements (including education, experience, compliance, travel), Skills (including organizational, communication, technical, physical), Benefits.
But we have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can omit Qualifications if we merge into Requirements or Skills. But we need to include only when posting has real specific content. We have content for Requirements (education, experience, compliance, travel). We have content for Skills (organizational, communication, technical, physical). We have content for Qualifications maybe (software familiarity, interest in designations, MS Office, Salesforce). Could treat as Qualifications.
Thus we could have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits.
That's six sections, each with substantive content.
Now Benefits: list items.
Benefits list:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
- In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
- Benefits are available to full-time associates who work more than 30 hours a week.
We need to keep as list items. Some are sentences; we can keep as
- with text.
Now we need to remove boilerplate: "Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy." Remove.
Also remove duplicated lines: The Benefits section repeats some statements about typical reporting relationships etc. There's a repeated paragraph: "The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job." This appears twice (after responsibilities and after benefits). We should keep only once? The instruction: remove duplicated lines. So we should keep only one occurrence, maybe after benefits? But it's boilerplate; we can remove entirely as it's not substantive? It's generic description; but it's not specific to the role. It's likely considered boilerplate. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This paragraph is likely boilerplate; we can remove it entirely. So we will not include that.
Thus final HTML:
About the role
... (the paragraph)
Responsibilities
- Partner with Advisors and Sales Team (30%): Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.; Review initial planning needs, clarify data requirements, and help organize all relevant client documents.; Maintain clear communication with the team regarding case progress and any outstanding data requirements.
... but better to split each subpoint as separate - . However the instruction: Use
- for any list of duties/requirements/benefits. So we can have nested lists? Probably each top-level duty as
- and inside we can have further
? Not required but could. Simpler: each bullet as separate - . We'll include the percentage in the
- text.
Thus:
- Partner with Advisors and Sales Team (30%): Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.; Review initial planning needs, clarify data requirements, and help organize all relevant client documents.; Maintain clear communication with the team regarding case progress and any outstanding data requirements.
But that's messy with semicolons. Better to have separate - for each sub-action, but then we lose the percentage grouping. Could include percentage in heading of each group using
- Partner with Advisors and Sales Team (30%) then nested
. That's acceptable: still a list.
We'll do:
- Partner with Advisors and Sales Team (30%)
- Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.
- Review initial planning needs, clarify data requirements, and help organize all relevant client documents.
- Maintain clear communication with the team regarding case progress and any outstanding data requirements.
...
That's still using - . Good.
Similarly for other groups.
Now Requirements section: list items for education, experience, compliance, travel.
Qualifications: list items for software familiarity, interest in designations, MS Office proficiency, Salesforce experience.
Skills: list items for organizational skills, attention to detail, communication, teamwork, managing multiple projects, ability to lift, stand/sit, file documents, use telephone/computer.
But we might combine some.
Let's draft.
Requirements:
- Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).
- 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.
- Must be in good compliance standing with all relevant regulations, rules, and internal policies.
- Ability to travel up to 5%.
Qualifications:
- Familiarity with financial planning software (e.g., eMoney, Money
- for any list of duties/requirements/benefits. Use
for prose. We must not create Pay/Schedule sections unless posting actually states them. Not present. We need to decide sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. Could combine Requirements and Qualifications? But we can separate if content fits. Let's extract: About the role: The Wealth Planner plays a crucial role on our Wealth Planning Team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include organizing client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice. That's prose. Responsibilities: Duties And Responsibilities with percentages and bullet-like statements. We need to turn into list items. List: - Partner with Advisors and Sales Team (30%): - Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information. - Review initial planning needs, clarify data requirements, and help organize all relevant client documents. - Maintain clear communication with the team regarding case progress and any outstanding data requirements. - Collaboration with Integrated Services (20%): - Coordinate with Tax, Estate Planning, Insurance, outside vendors, and Investment teams to collect specialized input for each client’s financial plan. - Consolidate, summarize, and verify all information to ensure alignment with the client’s goals. - Track case activities and maintain accurate records in Salesforce (or similar CRM). - Create and Support Financial Planning Deliverables (40%): - Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency. - Prepare initial proposals, plan summaries, and supporting documents based on the Advisor’s recommendations. - Develop comprehensive, personalized financial planning recommendations aligned with clients’ goals, financial circumstances, and risk tolerance. - Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information. - Adhere to best practices and established timelines to maintain a high standard of service quality. - Client Presentation Support (10%): - Organize and prepare meeting materials for Advisor-led client presentations. - Participate in client meetings when necessary to provide detailed insights or gather additional data. - Coordinate with the advisor for any updates to the plan, changes in strategy, and schedule further meetings with the client if necessary. We could keep percentages as part of heading or within list item. Probably keep as part of item. Now Experience And Qualifications: Contains: - Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience). - 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes. - Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred. - Demonstrated interest in pursuing professional designations (e.g., CFP®, CFA, CPA) is a plus. - Strong organizational skills with meticulous attention to detail and accuracy. - Excellent verbal and written communication skills; enjoys collaborative teamwork. - Ability to manage multiple projects in a fast-paced, dynamic environment. - Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous. - Must be in good compliance standing with all relevant regulations, rules, and internal policies. - Ability to travel up to 5% Also Physical Requirements: ability to stand or sit for long periods, lift at least 15 pounds, file documents in high or low cabinets, use telephone, use computer systems. This could be considered Requirements or maybe separate but we can include under Requirements or Qualifications. Since we have sections Requirements, Qualifications, Skills, we could map: Requirements: education, years of experience, compliance, travel ability. Qualifications: familiarity with software, interest in designations, proficiency in MS Office, Salesforce experience. Skills: organizational skills, attention to detail, communication, teamwork, managing multiple projects, ability to lift, stand/sit, etc. But we need to avoid filler. We'll include all. We need to decide which sections to output. The instruction: "Prefer a few substantive sections over many thin ones." So maybe combine into fewer sections: About the role, Responsibilities, Requirements (including education, experience, compliance, travel), Skills (including organizational, communication, technical, physical), Benefits. But we have headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can omit Qualifications if we merge into Requirements or Skills. But we need to include only when posting has real specific content. We have content for Requirements (education, experience, compliance, travel). We have content for Skills (organizational, communication, technical, physical). We have content for Qualifications maybe (software familiarity, interest in designations, MS Office, Salesforce). Could treat as Qualifications. Thus we could have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits. That's six sections, each with substantive content. Now Benefits: list items. Benefits list: - Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates - Dental insurance with MetLife - Vision insurance with VSP - Optional supplemental benefits - Healthcare savings accounts with company contribution - Flexible spending accounts - Flexible working arrangements - Generous 401K contributions - Exempt associates qualify for our flexible paid time off policy - Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment - 11 Paid Holidays - Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible) - Future growth opportunities within the company - In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. - Benefits are available to full-time associates who work more than 30 hours a week. We need to keep as list items. Some are sentences; we can keep as
- with text.
Now we need to remove boilerplate: "Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy." Remove.
Also remove duplicated lines: The Benefits section repeats some statements about typical reporting relationships etc. There's a repeated paragraph: "The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job." This appears twice (after responsibilities and after benefits). We should keep only once? The instruction: remove duplicated lines. So we should keep only one occurrence, maybe after benefits? But it's boilerplate; we can remove entirely as it's not substantive? It's generic description; but it's not specific to the role. It's likely considered boilerplate. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This paragraph is likely boilerplate; we can remove it entirely. So we will not include that.
Thus final HTML:
About the role
... (the paragraph)
Responsibilities
- Partner with Advisors and Sales Team (30%): Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.; Review initial planning needs, clarify data requirements, and help organize all relevant client documents.; Maintain clear communication with the team regarding case progress and any outstanding data requirements. ... but better to split each subpoint as separate
- . However the instruction: Use
- for any list of duties/requirements/benefits. So we can have nested lists? Probably each top-level duty as
- and inside we can have further
- ? Not required but could. Simpler: each bullet as separate
- . We'll include the percentage in the
- text. Thus:
- Partner with Advisors and Sales Team (30%): Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.; Review initial planning needs, clarify data requirements, and help organize all relevant client documents.; Maintain clear communication with the team regarding case progress and any outstanding data requirements. But that's messy with semicolons. Better to have separate
- for each sub-action, but then we lose the percentage grouping. Could include percentage in heading of each group using
- Partner with Advisors and Sales Team (30%) then nested
- . That's acceptable: still a list.
We'll do:
- Partner with Advisors and Sales Team (30%)
- Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.
- Review initial planning needs, clarify data requirements, and help organize all relevant client documents.
- Maintain clear communication with the team regarding case progress and any outstanding data requirements.
...
That's still using - . Good. Similarly for other groups. Now Requirements section: list items for education, experience, compliance, travel. Qualifications: list items for software familiarity, interest in designations, MS Office proficiency, Salesforce experience. Skills: list items for organizational skills, attention to detail, communication, teamwork, managing multiple projects, ability to lift, stand/sit, file documents, use telephone/computer. But we might combine some. Let's draft. Requirements: - Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience). - 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes. - Must be in good compliance standing with all relevant regulations, rules, and internal policies. - Ability to travel up to 5%. Qualifications: - Familiarity with financial planning software (e.g., eMoney, Money
- Partner with Advisors and Sales Team (30%)