AssociateAt — Fog City Advisors, LLC
The Associate will have the opportunity to learn about all aspects of financial planning for individuals. The Associate will receive mentoring from the firm President on providing excellent financial planning services to our clients, including meeting notes, follow-up activities, communicating directly with clients, monitoring investment portfolios, preparing tax returns and tax plans, and analyzing long-term financial plans.
By the end of this opportunity, students will have learned how to provide excellent financial planning services to individuals. They will have learned how to take meeting notes, follow-up with clients to ensure completion of activities, communicate effectively directly with clients, monitor investment portfolios, prepare tax returns and tax plans, and analyze long-term financial plans.
Student will be trained directly by the President of the firm in these areas. In addition, student will receive training from investment professionals from Dimensional Fund Advisors. Student will also receive specific training for various professional investment certifications from online instructors.
N/A - remote work in general.
| Type | Frequency | Amount | Explanation | Show to students? |
|---|---|---|---|---|
| Hourly Pay | scheduled | 24.52 hour | Hourly pay rate of $24.52, includes PTO, and 401k plan | Yes |
| Hours | Duration |
|---|---|
| 20 | hours per week |