Associate Financial Planner: Architect of Wealth

Socha Capital; United States; Remote; USD 70,000 - 105,000; Full time

Benefits offered by this job

CFP Certification Reimbursement

Remote Work

Unlimited PTO

Competitive Benefits & 401(k) match

Job summary

Socha Capital is seeking rockstar Senior Financial Planners to lead the charge in redefining wealth planning for visionary entrepreneurs and executives. You will partner with Lead and Senior Planners, acting as a high‑impact right hand to deliver seamless, transformative client experiences.

This is a fully remote, growth‑driven opportunity offering unlimited PTO, CFP certification support, a competitive compensation package, and a mission‑driven environment where excellence and performance are

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field with 3–5 years of experience in financial planning, wealth management, or a client service role in a professional services environment.

Responsibilities

• Meeting Preparation & Debrief
• Client Onboarding & Discovery
• Technology & Tool Mastery
• Planning Support & Research
• Recurring Process Ownership

Skills

Microsoft Office

AI tools

Communication

Executive Presence

Attention to Detail

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Microsoft Office Suite

Job description

Socha Capital is seeking rockstar Senior Financial Planners to lead the charge in redefining wealth planning for visionary entrepreneurs and executives. You will partner with Lead and Senior Planners, acting as a high‑impact right hand to deliver seamless, transformative client experiences.

This is a fully remote, growth‑driven opportunity offering unlimited PTO, CFP certification support, a competitive compensation package, and a mission‑driven environment where excellence and performance are