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, risk management, investing, and other wealth strategies, while contributing to client outcomes, team development, and the firm’s growth.
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
- 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
Skills
- Five or more years in financial planning, wealth management, or investment advisory, ideally with high net worth or business owner clients
- Deep understanding of tax strategy, investments, insurance, estate planning, and cash flow
- You take responsibility, execute under pressure, and hold yourself to an elite standard
- You do not wait to be told
- You anticipate and deliver
- You simplify complexity, identify leverage points, and create asymmetric outcomes for clients
- You choose intensity
- You seek challenge
- You are not interested in average
- Comfortable leveraging tools like eMoney, Redtail, Holistiplan, and modern technology to enhance client outcomes
- Credentials such as CFP, CFA, CPA, EA, MBA, or ChFC are strongly preferred
Benefits
- Uncapped performance bonuses
- Unlimited PTO
- 100% remote work
- Health benefits
- 401k matching
- Accelerated career trajectory with real leadership opportunity
Company Overview