Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth fractional family office advisory firm serving visionary entrepreneurs, business owners, and executives. The Senior Financial Planner will lead sophisticated financial planning processes covering taxes, cash flow, legal, risk management, and investments while managing client relationships, high-impact projects, and technology-enabled service delivery.
Responsibilities
- 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 lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. We don’t believe in cookie cutter solutions. You’ll be working on high level, transformative projects that will make an impact immediately
- 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. These clients are ambitious, dynamic, and demand the best from everyone around them. Your insights will directly fuel their growth, success, and legacy. No “boring” clients here
- 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. Be part of a team that values result over micromanagement
- Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. You’ll grow, develop, and shape the next generation of financial planners, while having a hand in shaping the future of our firm. We’re looking for someone who’s ready to invest in others and build something lasting. This is your chance to truly make an impact
- Sky’s the Limit Compensation: You won’t just be rewarded for your efforts; you’ll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is virtually unlimited
- Deep Expertise: You’ve spent 5+ years mastering investment management, wealth management, or financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. You’ve worked with people who are already successful, and you know how to elevate them even further. Are you mission aligned with changing the lives of entrepreneurs to have a greater impact in the world?
- Credentials That Matter: Whether you’re a CFP, CFA, CPA, EA, MBA, ChFC, you’ve got the credentials to back up your deep knowledge. But more importantly, it’s your experience and your results that set you apart. Are you a creative alpha generator finding disproportionate arbitrage opportunities?
- Leadership Skills: You’re not just an expert, you’re a leader. You’ve managed client relationships, and taken ownership of high-impact projects. . Do you self-select into hardship? Do you bring a different dimension of thinking?
- Project Management Genius: You’re a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute flawlessly
- Tech-Savvy: You’re comfortable with the latest tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan. You understand that technology is a force multiplier and are quick to adopt new tools that improve client service and team collaboration
- Competitive Base Salary + Unmatched Bonuses: Your compensation is designed to reflect your value. Competitive salary + generous performance bonuses = unlimited earning potential. This is a place where what you bring to the table is directly rewarded
- Endless Growth Opportunities: Our firm is growing fast, and we want you to grow with us. From leadership training to career advancement, the sky’s the limit. This is not just a job, this is a platform for you to reach your highest potential
- Maximize Professional & Personal Life: Enjoy unlimited paid time off (PTO) and the freedom to work remotely. We understand that life is about more than just work but when you work, we want you to be at your best
- Competitive Benefits: Health benefits, 401(k) matching, and more, everything you need to take care of yourself and your loved ones
Skills
- You've spent 5+ years mastering investment management, wealth management, or financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. You've worked with people who are already successful, and you know how to elevate them even further
- Whether you're a CFP, CFA, CPA, EA, MBA, ChFC, you've got the credentials to back up your deep knowledge
- You're not just an expert, you're a leader. You've managed client relationships, and taken ownership of high-impact projects
- You're a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute flawlessly
- You're comfortable with the latest tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan. You understand that technology is a force multiplier and are quick to adopt new tools that improve client service and team collaboration
Benefits
- Fully remote, limitless flexibility: Work from anywhere, at any time.
- Competitive base salary + unmatched bonuses: generous performance bonuses and unlimited earning potential.
- Leadership training and career advancement.
- Unlimited paid time off (PTO).
- Freedom to work remotely.
- Health benefits.
- 401(k) matching.
Company Overview