Grow With Us.
We are committed to building the wealth management firm of the future and that starts with attracting and retaining the best people in the industry.
Why Become A One Degree Advisor?
- RIA structure: SEC registration. Fiduciary standard.
- Advisor growth track: Associate – Lead – Senior Advisor positions. Potential for ownership.
- Compensation: Salary, team and individual cash incentives, 401(k) + health benefits. Bonus arrangement for transferring in clients.
- Flexibility to target specialized role: Investment, tax, family legacy, equity compensation, charitable giving, retirement plans, etc.
- Advisor support: Meeting prep, research, account servicing, scheduling, etc.
- Team focus: Collaboration, sharing ideas and expertise, supporting each other.
- Office space: Grade A, furnished, maintained. Plus, hybrid remote work technology.
- Technology infrastructure: Redtail CRM, eMoney, Orion, Kwanti, computer hardware, etc.
- Firm brand identity: New client pipeline, digital presence, foundation to establish personal specialization.
- Investment models: Evidence-based philosophy. Composed strategies to provide efficiency and customization.
- Education: Industry conferences, continuing certification education, team collaboration, CFP/CKA/advanced credentials can be subsidized.
$276.8M
Assets Under Management.
6
Full time advisors.
23
Years as an advisory firm.
Why Join Our Operations Team?
- Employee benefits: 401(k) + match + profit sharing.
- Incentive pay/bonuses: Quarterly performance bonuses & incentives.
- Health benefits: Health insurance subsidy, group disability insurance plan, and free onsite gym.
- Career path + training. Courses, certifications, and workshops.
- Vacation/PTO: Paid time off, personal days.
- Team focus: Collaboration, sharing ideas and expertise, supporting each other.
- Office space: Grade A, furnished, maintained. Plus, hybrid remote work from home flexibility.
- Technology infrastructure: CRM, hybrid communication, computer hardware, etc.
- Financial Planning: Each employee is eligible to receive expert personal guidance from our Certified Financial Planners ™.
- Charitable contributions: Each year we contribute to your favorite charity on your behalf.
- Company Events. We love to have fun! (Padres games, team dinners, team bonding).
Want to become a financial advisor?
Interested in becoming a financial advisor?
Our awesome team of experienced advisors is here to guide you and collaborate with you throughout your career journey.
Our Core Values.
Fun
We love what we do and do what we love.
We’re people working around a shared purpose and believe we should have fun doing it together.
Respect
Clients, employees, friends and family all deserve it.
It comes not just from our words, but our tone, body language and actions.
Alpha
We provide value that goes beyond the numbers.
Like an investment that exceeds its benchmark, we strive to create an experience that exceeds expectations.
Balance
State of genuine well-being that optimizes life.
Balance comes not from getting everything done but in getting the right things done and leaving the rest to God.
Give
Generosity comes from recognizing that we are blessed.
We encourage generosity from within and with those we have influence.
One Degree Advisors
Take that next step today.
estimated time to complete: 5 minutes