Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth, forward-thinking fractional family office advisory firm serving visionary entrepreneurs, serial business builders, and executives. The Senior Financial Planner will lead sophisticated financial planning processes covering taxes, cash flow, legal matters, risk management, and investments, while managing client relationships, high-impact projects, and team development.
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
- 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
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
- Fully remote work with limitless flexibility: work from anywhere, at any time.
- Aggressive performance bonuses and generous benefits.
- Leadership training and career advancement opportunities.
- Unlimited paid time off (PTO).
- Remote work flexibility.
- Health benefits.
- 401(k) matching
Company Overview