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Paraplanner
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 licensi


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