WHAT YOU'LL DO The Retirement Plan Participant Advisor II is responsible for planning, determining and facilitating communication with retirement plan participants through group presentations and individual consultations. Participant meetings may be done in person, on the phone, or through web based conferencing. WHAT YOU'LL BRING Knowledge of Strong oral and written comm

Client Support Arrange client meetings, compile and complete presentations, onboard new clients by arranging client meetings and annual reviews Field phone calls from clients Assist with account opening and closing procedures Collect tax information for clients' annual returns and assist Advisors with coordination of tax year end processing. Monitor daily financial report

The Retirement Plan Participant Advisor II is responsible for planning, determining and facilitating communication with retirement plan participants through group presentations and individual consultations. Participant meetings may be done in person, on the phone, or through web based conferencing. Duties & Responsibilities Serve as support to new and current relationship

include, but are not limited to Manage a client book of business by helping them plan for what's important to them, recommending services and solutions that are most appropriate to meet their client's needs, and providing ongoing guidance and monitoring to develop a long lasting relationship Proactively engage and foster First Mid's culture of embracing relationship manage