Associate Wealth Advisor – Inbound Client Acquisition

Socha Capital; United States; On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

$50k+ performance bonus

Direct coaching and mentorship from leadership

True A-player environment with high expectations

Job summary

A growing registered investment advisor is seeking an elite advisor to take ownership of the inbound UHNW client pipeline. In this fast-paced role, you will focus on consultative, high-stakes conversations without the burden of ongoing client service. Directly collaborate with leadership on strategy and execution, while being rewarded with a performance bonus of $50k+, elevating your impact and compensation.

Qualifications

• Top producer seeking increased impact and compensation.
• Ability to thrive in a fast-paced, high-stakes environment.
• Strong focus on consultative sales without service burdens.

Responsibilities

• Own the front end of the UHNW inbound pipeline.
• Manage the consultative sales process.
• Transition clients to senior planning and services.

Skills

Consultative selling

Tax-centric conversations

Precision and execution

Preparation

Performance under pressure

Job description

Ifyou’rethe kind of advisor who wins, who consistently closes leads at Merrill, UBS, Schwab, or a high-performing RIA—butyou’resuffocating under the weight of servicework,this is your exit ramp.

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.

We’reseeking 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 elitecloserto 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 tomaintain.

This is a rare, high-impact role within one of the fastest-growing RIAs in the industry. You will workdirectly withthe Founder/CEO as a force multiplier andoperatewithin the core revenue function ratherthana service-heavy environment. It is one of the clearest pathways in the industry to significant inbound-driven productionwithout 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

Ifyou’relooking for a “balanced lifestyle practice,” this is not it. If you want to be coached, challenged, and sharpened at alevelmost firms cannot offer—you’llflourish here.

What This Role Actually Looks Like

• $50k+ performance bonus
• You stay in yourzone 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

Ifyou’reready to be compensated for thevalueyou 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.