Note: The job is a remote job and is open to candidates in USA. Socha Capital is a fractional family office advisory firm serving entrepreneurs, business owners, and executives. The Senior Financial Planner leads comprehensive financial planning and develops sophisticated wealth strategies across areas such as taxes, cash flow, risk management, and investments, while helping shape the firm and develop future planners.
Responsibilities
- You’ll lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more
- You’ll be working on high level, transformative projects that will make an impact immediately
- Your insights will directly fuel their growth, success, and legacy
- 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
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'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
- Aggressive performance bonuses
- Leadership training
- Career advancement
- Unlimited paid time off (PTO)
- Fully remote work with the freedom to work from anywhere, at any time
- Health benefits
- 401(k) matching
- Learn directly from the CEO
Company Overview