Wealth Private Banking Advisor II - Richmond, VA or Virginia Beach

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate like application instructions, EEO, etc. We need to parse the posting. Content: - Intro: "The position is described below..." etc. That's application instructions, remove. - "Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)" This is metadata; we can fold into short

maybe under About the role? Not a heading. - "Please review the following job description:" then description paragraphs. We need sections: About the role: likely the initial description paragraph(s) before duties. Responsibilities: the list of duties. Requirements: maybe the required qualifications. Qualifications: maybe the required qualifications? Actually they have "Required Qualifications" and "Preferred Qualifications". Could combine into Qualifications section. Skills: maybe derived from required qualifications? Could be separate but we can include if content. Benefits: there is a benefits description. Pay: salary range given. Schedule: work shift mentioned: "Work Shift: 1st shift (United States of America)". That's schedule info. We must not create sections with filler like "commensurate with experience". We have actual content. We must not include boilerplate like EEO, drug free workplace, etc. We need to preserve all substantive info. Let's extract. About the role: The description: "The Wealth Private Advisors primary responsibility is to deepen client relationships around banking, credit, and insurance with Wealth segment clients. Located within a virtual, the Wealth Private Advisor will act as the point of contact for the Private Client Group Financial Advisors (FAs) within their assigned Truist regions. The Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth Private Advisor will identify and fulfill banking and credit solutions for clients where the FA will act as the Primary Relationship Advisor. The Wealth Private Advisor will build and maintain successful and effective partnerships with internal IRM (Integrated Relationship Management) partners including: FAs, Insurance Specialists, Wealth Lending Officers, Small Business Specialists, Mortgage Loan Officers, etc. The Wealth Private Advisor will be held accountable for relationship partnership with FAs. The Wealth Private Advisor should have working knowledge and experience in investments, banking, insurance, and lending products to provide appropriate recommendations to meet client needs and financial goals." That's substantive. Responsibilities: list of duties after "Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time." Then bullet list (actually sentences). We'll convert each sentence to

. List: - Work with PCG FAs to deliver Wealth Banking and Credit solutions for clients with +1MM of investments at Truist. - Develop and deliver video (primary) and in person presentations to small and large groups alike, in order to demonstrate and train on the value of a Wealth Private Advisors relationship with both internal and external partners. - Leverage business knowledge and the Trusted Wealth Relationship and Advisory Process (Wrap) to call upon existing clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. - Help FAs and clients set and prioritize goals and develop customized solutions, set a progress timeline to implement multiple strategies and/or solutions and ensure follow up. - Work with FAs, clients and potential clients to coordinate information gathering, development and delivery of financial profiling. In addition, liaise between client and appropriate internal and external partners to implement all solutions and/or recommendations presented in the plan. - Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's client relationship management (CRM) system. - Proactively call within the assigned Truist region with IRM partners on identified key IRM partnerships - Educate clients and FA on Wealth credit and banking solutions. Also recommend solutions to clients to help achieve their financial goals. - Ensure Credit and Banking Solutions are delivered and serviced with a "perfect client experience" - Build strong relationship with Complex and Team Directors in assigned Truist region, in addition to all PCG FAs within region. - Develop and execute training for FAs on value and referral process - Create on-going two way feedback loops with Complex Directors and PSG FAs - Work within the existing audit, compliance and regulatory framework to ensure a high quality, compliant book of business. We need to ensure each is a

. Requirements: maybe the "Required Qualifications" list. That includes many bullet-like sentences but they are in paragraph. We'll extract each requirement as

. Required Qualifications text: "Results oriented with a proven track-record of outstanding ability to motivate and influence others to accomplish objectives. Proven track record of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles Highly motivated and self-starter, dedicated, enthusiastic, driven and performance oriented individual with a strong work ethic and a keen ability to convey a sense of urgency to achieve business goals and exceed expectations Must have excellent verbal, written and phone communication skills and demonstrated leadership ability Ability to handle ambiguity and promptly capable to adapt to changing environment Respected business partner with ability to demonstrate value add to the broader team and can diplomatically handle conflict Demonstrated ability to engage and foster effective revenue generating IRM partnerships Ideal candidate is a demonstrated team player and collaborator who can transform knowledge and experience into strong productive relationships both internally and externally. Stay abreast of changing economic, legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial advisory resource for clients, their attorneys and CPA's. 4-year degree, 10-15 years of demonstrated leadership ability, 8-10 years of direct sales experience in Financial Services, or 10-15 years of sales experience in a related industry FINRA licensing: 7, 63 and insurance life and health. Must be able to partner well internally" We'll turn each line into

. Some lines are long but okay. Preferred Qualifications: "CFP, CFA, Master's Degree". Could be included under Qualifications or Skills. We'll maybe put under Qualifications as a subsection? But we only have headings: Qualifications, Skills. Could put required under Qualifications, preferred under Skills? Or combine. The instruction: Use headings for section headings (About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we have both Qualifications and Skills separate. We could put required qualifications under Qualifications, and preferred qualifications plus maybe skills under Skills. But we also have skills mentioned in required qualifications (communication, leadership, etc). Might be redundant. Better: Qualifications = required qualifications; Skills = preferred qualifications + maybe skill-based items like communication, leadership? But those are already in required. However we can still list skills from required as separate? Might duplicate. But we need to avoid filler. Perhaps we put required qualifications under Qualifications, and preferred qualifications under Skills. That seems reasonable. Thus: Qualifications (

Qualifications

) with

of required qualifications. Skills (

Skills

) with
of preferred qualifications: CFP, CFA, Master's Degree. Benefits: description: "General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan." We should keep that as prose

. Might also include list of benefits? Could make

but instruction: Use
• for any list of duties/requirements/benefits. So we could make a list for benefits. However the paragraph includes a sentence about visiting site; we could keep as prose. But we can also convert benefits to list items: medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, 401k plan, vacation, sick days, paid holidays, defined benefit pension plan, restricted stock units, deferred compensation plan. That seems okay. However we must preserve all substantive information; converting to list still preserves. The instruction: "Use
  • for any list of duties/requirements/benefits". So we should use list for benefits. Let's do that. Pay: salary range: "$115,000 - $125,000". We'll put in

    . Schedule: Work Shift: 1st shift (United States of America). We'll put in

    . Also we have Language Fluency: English (Required) and Regular or Temporary: Regular. Could fold into About the role paragraph maybe as a short

    after About the role? But we already have About the role section; we could add a

    with that metadata. However instruction: "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." So we can include a short

    after About the role maybe before Responsibilities containing: "Regular position, English language required, 1st shift (United States)." That seems appropriate. We must not include application instructions, EEO, etc. Now construct HTML. Structure:

    About the role

    [role description]

    Regular position, English language required, 1st shift (United States).

    Responsibilities

    • ...
    ...

    Qualifications

    • ...
    ...

    Skills

    • CFP
    • CFA
    • Master's Degree

    Benefits

    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Life insurance
    • Disability insurance
    • Accidental death and dismemberment insurance
    • Tax-preferred savings accounts
    • 401(k) plan
    • Vacation (minimum 10 days first year, prorated)
    • Sick days (minimum 10 days first year, prorated)
    • Paid holidays
    • Defined benefit pension plan (eligible depending on position/division)
    • Restricted stock units (eligible depending on position/division)
    • Deferred compensation plan (eligible depending on position/division)

    Pay

    $115,000 - $125,000 annual base salary

    Schedule

    1st shift (United States)

    Check we didn't miss any substantive info: The description about "Located within a virtual"