Socha Capital

Role Description This is a launchpad for elite planners ready to shape the future of wealth. The Associate Financial Planner serves as the operational and strategic right hand to our Lead and Senior Planners and allows them to operate at the highest level. This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance. We’re a very high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients aren’t just high-net-worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need rockstar Senior Financial Planners to lead the charge. What Makes This Role Insanely Exciting - Revolutionize the Industry: This isn’t just about advising – this is your chance to reshape how top entrepreneurs and business owners think about wealth. You’ll be part of the financial planning process, enabling sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. - Work with the Best of the Best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possible. - Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. - Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. Qualifications - Bachelor’s degree in Finance, Business, Economics, or related field. - 3-5 years of experience in financial planning, wealth management, or a client service role in a professional services environment. - Real-world, hands-on experience is a must. - Strong proficiency in Microsoft Office Suite. - Able to master firm-specific tools quickly. - Passionate about using AI to drive efficiency. - Excellent verbal and written communication skills. - Alignment to Socha Capital’s core values and commitment to excellence. Requirements - Own your outcomes and thrive under pressure. - Ability to turn ambiguity into execution. - Proactive, ownership-driven mindset with the ability to anticipate needs. - Strong attention to detail. - Delivering the best solutions for clients requires keeping your eye on the little things. Benefits - Growth & Certification Support: Associates are encouraged to pursue professional designations such as the CFP®. Socha Capital reimburses for approved certifications upon successful completion. - Remote Work, Unlimited PTO: Design your work to fit your life. - Strong Earnings Potential & Comprehensive Benefits: Competitive pay, health, 401(k) match, and all the essentials to take care of you and your family. - Mission-Driven Environment: We're not here to be average. We're here to build something extraordinary—and we're all in.