Associate Wealth Advisor – Inbound Client Acquisition

Socha Capital; United States; On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Performance bonus of $50k+

Job summary

A leading financial advisory firm is seeking an experienced Associate Wealth Advisor focused solely on inbound client acquisition. The ideal candidate will thrive in a high-stakes environment and excel in consultative and tax-centric discussions with ultra-high-net-worth clients. This role offers a performance bonus and requires collaboration directly with the CEO on strategic deals, allowing advisors to focus entirely on closing without service burdens. If you're ready to make a greater impact, apply now.

Qualifications

• Top producer with experience in high-stakes environments.
• Ability to lead strategic discussions and execute deals efficiently.
• Experience with UHNW clients is preferred.

Responsibilities

• Manage the consultative sales process for incoming clients.
• Collaborate directly with the CEO on client deals.
• Focus on closing rather than service responsibilities.

Skills

Consultative sales

Tax-centric conversations

Closing deals

Strategic conversations

Job description

Associate Wealth Advisor – Inbound Client Acquisition

If you're looking for a "balanced lifestyle practice," this is not it. If you want to be coached, challenged, and sharpened at a level most firms cannot offer - you'll flourish here.

If you're the kind of advisor who wins, who consistently closes leads at Merrill, UBS, Schwab, or a high‑performing RIA—but you're suffocating under the weight of service work, this is your exit ramp.

We’re seeking an advisor who recognizes they are underutilized and capable of greater impact, but whose current environment limits their ability to focus on high‑level advisory and client acquisition work.

We need one elite closer to own the front end of our UHNW inbound pipeline, manage the consultative sales process, and transition clients to our senior planning and service. No ongoing service responsibilities. No book to maintain.

This is a rare, high‑impact role within one of the fastest‑growing RIAs in the industry. You will work directly with the Founder/CEO as a force multiplier and operate within the core revenue function rather than a service‑heavy environment. It is one of the clearest pathways in the industry to significant inbound‑driven production without the burden of managing long‑term client relationships.

Who Thrives Here

• Advisors who are top producers but feel limited, bored, or boxed in
• Want greater impact, compensation, and pace—without added administrative burden
• Love high‑stakes, strategic conversations
• Are obsessed with preparation, precision, and execution
• Want proximity to leadership and visibility into how UHNW deals are built
• Perform best when they have a machine behind them—so they can focus purely on closing

What This Role Actually Looks Like

• $50k+ performance bonus
• You stay in your zone of genius: consultative, tax‑centric, UHNW conversations only
• Step into meetings with entrepreneurs, founders, and multi‑entity business owners
• Work directly with the CEO on every deal—real‑time coaching, strategy, and deal execution
• A true A‑player environment: speed, excellence, precision, and accountability

If you're ready to be compensated for the value you create while our planning and service teams handle everything after the close—apply now.

Spots are limited. We close this search the moment we find the right person.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales