As a growing wealth management firm built for the next generation, we intend to hire only the best. If you think this career move is for you, please complete our application process: https://bulloakcapital.typeform.com/to/oEyCYM7U
We are a Rancho Santa Fe-based, top-tier RIA that helps hardworking individuals attain data-driven planning and pragmatic investing. Join us.
What We’re Looking For
- An experienced professional with at least 3 years of CSA experience working with high-net-worth individuals
- Attention to detail
- Excellent communication and interpersonal skills
- Strong problem-solving and analytical skills
- A positive and enthusiastic attitude
- Proven ability to deliver unwavering care to individuals and families
- Undergraduate degree
What You’ll Do
At Bull Oak, we want someone who takes pride in doing great work. Your primary responsibility will be to ensure that all operational tasks are completed on time and in good order. From day one, you’ll join a high-performing team where you’ll contribute, learn, and grow.
- Manage tasks and workloads to ensure all tasks are completed correctly and on time
- Set the standard of excellence for the delivery of our client experience, including the physical and virtual environments in which we conduct client conversations
- Work with advisors to create workflows to ensure client expectations are met
- Ensure our advisors are free from most administrative tasks and able to be at their best every day
- Ensure our external partners and vendors are held accountable to established standards of excellence
- Contact and coordinate with our clients on routine needs, including cash management and meeting scheduling
- Work with our Compliance Manager to ensure the firm is compliant in all things
- Manage all communications between our advisors and CPA partners
What You Get
Great people deserve great benefits. As a start, benefits include:
- Full-Time, Exempt
- Base Pay: $85K - $95K
- Target Bonus: 15% of base pay
- 5% 401(k) Match
- Company-Paid Health Insurance
- Schedule: Remote Mondays, Onsite Tuesday–Friday
- Monthly Wellness Allowance: $150
- Start Date: Immediate
