Holland Financial Website (Planstronger.com)

We are 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

What this Role Isn't

• This is not an adviser role or a "stepping-stone" to being an adviser
• This role does not involve any business development or selling

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 Intermediate Knowledge
• Experience with retirement planning, income strategies, Social Security, tax planning
• Must have some investment analysis software experience, Morningstar Preferred (Kwanti, YCharts, 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 experience

About Holland Financial, Inc.

Holland Financial can help you PlanStronger™ for your financial future! Since 1997, Holland Financial has helped people plan their retirements confidently, using a simple process, guided by knowledgeable CERTIFIED FINANCIAL PLANNER® Practitioners. We help you select the investment strategy that’s right for your long-term performance needs, risk tolerance, and investment time horizon. Advocacy: We advocate for our clients' needs with investment advice, financial and retirement planning, and a wide range of financial products from a variety of insurance companies. Our advisers have a broad range of choices so they have the latitude to make recommendations that are in our clients' best interests. Support: Holland advisers are supported by a team that includes in-house investment management, compliance, and client services. We also have our own CPA firm to assist with tax planning. Holland, Tacinelli & Klayer, Inc. is also available for personal and business income tax returns, and business accounting. Salaried: Our advisers are paid salaries. They are focused on our clients' needs not on generating commissions and fees. No Prospecting: Our advisers spend no time prospec...ting or marketing our services. This allows them to concentrate all their efforts on providing fiduciary advice to clients. David Holland leads the company's marketing, which is dedicated to educating consumers. No Pressure: We are not owned by a bank, brokerage firm, or insurance company. There are no sales quotas or push to sell a particular product or service. When you meet with us, we speak in plain English, and when you call, we listen, and you won't talk to a robot or virtual assistant. Meetings are unhurried with a no-pressure, no-obligation approach to financial planning. Whenever you have a problem or a question, you'll have a team dedicated to making your goals a reality.

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