Careers

Are You An Advisor? Join Us!

We are looking for Financial Advisors who want to join us in creating a progressive and meaningful organization. Our ideal candidate is a high-potential individual seeking to establish a productive career while helping us shape the future of our fast-growing boutique firm headquartered in San Diego, CA.

Bull Oak Capital was founded in 2014 by a senior advisor who believed an evidence-based investment portfolio and high-quality service would better serve his clients. We are an independent fiduciary that seeks to partner with an individual that possesses the expertise and drive to build customized financial plans for his/her clients.

We are a top-rated financial advisory firm in the San Diego region and we were recently recognized as one of the fastest growing RIAs in the nation. We are seeking driven individuals that want to be part of a unique team culture and a fast-growing firm.

Life At Bull Oak Capital

As a Financial Advisor at Bull Oak Capital, you will be provided with:

  1. The opportunity to act as a true wealth partner for your clients by creating custom financial solutions
  2. The best technology available to both you and your clients, including CRM, financial planning, client portal, and performance aggregation
  3. A meaningful mentorship
  4. All overhead expenses covered and maintained by the firm
  5. Guidance and marketing advice on how to create your own unique brand
  6. A competitive payout structure and the opportunity for a path to partnership
  7. An investment strategy backed by academic research and time-tested methodologies
  8. A modern professional office environment

Desired Qualifications

  1. Bachelor’s or Master’s Degree
  2. CFP Designation
  3. At least 2 years of finance industry experience in a client-facing role
  4. A track record of developing business successfully
  5. A clean compliance record
  6. Highly motivated, a team player, and the desire to work in a self-starting work environment

Why work at Bull Oak Capital?

  1. Recognized as one of the fastest growing RIAs in the nation
  2. Top-rated financial advisor firm in the San Diego region
  3. Mentorship opportunity
  4. We are fee-only firm that does not sell product or receive commissions. We offer comprehensive financial plans and portfolio management services for our clients
  5. The firm’s investment philosophy is rooted in academia and was created while its founder completed a graduate research project at UCLA
  6. A fast-paced, unique, entrepreneurial environment

How To Apply

To successfully apply, we ask that you complete the following requirements: 1. fill-out the contact form and 2. upload your resume and cover letter.
 

1. Please fill out the form below.


 

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2. Upload Cover Letter (PDF format preferred)

 

Upload Resume (PDF format preferred)