Financial Paraplanner

Holland Financial is looking for a

PARAPLANNER

to join our team. The ideal candidate would have the ability to prioritize and balance multiple financial planning projects from start to finish. This is an analysis-based role that includes gathering information and building presentations (personalized for our clients to improve their financial outcomes) to be presented by our advisers to our clients. Duties would include Updating the Investment Presentation Template Monthly using Microsoft Software Suite Assisting our advisers with insurance licensing and appointments Entering data into Investment Research and Financial Planning software Analyzing Social Security timing optimization Collaborating daily with our advisers and client service team Qualifications Must have Series 65 and Florida 2-15 Life and Health License 2 + years' experience in financial planning support roles and/or adviser roles Microsoft Excel, including nested logic and formulas Experience with retirement planning, income strategies, Social Security, tax planning Must have some investment analysis software experience (Kwanti, YCharts, Morningstar, etc.) Must be a quick learner and be able to work independently and still be a team player Must be detailed-oriented with strong organizational, analytical, and communication skills Willing to obtain additional financial education (e.g., ChFC designation) Willing to take and give feedback and learn from mistakes Nice to Have Redtail CRM workflows experience eMoney experience Morningstar Advisor Workstation What This Role Isn't This not an adviser role or a "stepping-stone" to being an adviser This role does not involve business development or selling

Job Type:

Full-time Pay:

From $70,000.00 per year

Benefits:

401(k) Dental insurance Health insurance

Compensation Package:

Bonus opportunities

License/Certification:

FL 2-15 License (Preferred) Series 65 License (Preferred) Ability to

Commute:

Ormond Beach, FL 32174 (Required)

Work Location:

In person