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Eide Bailly Associate Advisor in Mankato, Minnesota

About the team Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 14 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it! Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent free lunches, snacks, lunch and learns, socials, contests, outings and other events. Job you will do Typical Day in the Life A typical day as an Associate Advisor might include the following: Maintains the ongoing retention of a defined group of existing clients. Prepares for and leads ongoing client review meetings and supports the delivery of ongoing service to existing clients. Conducts portfolio analysis and monitoring and identifies and delivers to changing advice needs. Compiles and analyzes client data to assist in developing financial plans. Assists in the development of complex and highly customized financial portfolios for high-net-worth individuals. Assists with investment recommendations based on research, including rebalancing and asset allocation. Articulates the story of the practice and identifies ideal qualified prospects. Participates in client meetings with financial advisor to develop client acquisition skills and to support the conversion of prospects to leads. Responds to advice-related client calls, provides insurance quotes, and assembles customized proposals for clients and prospective clients. Assists in building, tracking, and maintaining a prospect pipeline. Works with client relationship manager and/or client service associate on client documentation, client meeting preparation, outgoing client courtesy calls, and processes. Intakes applications and forms, supports special projects, and assists members of certain practice models when needed. Participates in regular team meetings and supports the financial advisor on various projects and client relationships. Maintains strong compliance documentation. Fully utilizes all technological systems. Who You Are Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future. You have well-rounded knowledge of financial planning principles and software applications. You have strong relationship management skills, reliability, organization and is deadline-driven. You have a positive attitude and sincere willingness to constantly learn and grow. You have ability to communicate clearly in writing and verbally. You have ability to work on multiple projects and meet deadlines by setting priorities with work projects. You have ability to establish and maintain effective working relationships with co-workers and clients. You are proficient with computers, Microsoft Office and using variou