Elite Financial Planner — Remote & High-Impact Growth

Socha Capital; United States; Remote; USD 120,000 - 250,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Unlimited PTO

Remote work

Bonuses

Job summary

Socha Capital is seeking a rockstar Financial Planner to join a fast-growing fractional family office advisory firm. You’ll work remotely with visionary entrepreneurs, shaping strategies that change the trajectory of clients’ wealth and legacies.

You’ll leverage deep investment and planning expertise, collaborate with the CEO, and drive value through tax, cash flow, and risk management. Expect generous bonuses and a performance-driven culture.

Qualifications

• 5+ years mastering investment management, wealth management, or financial planning.
• Credentials such as CFP, CFA, CPA, EA, MBA, ChFC strongly preferred.

Responsibilities

• Lead client engagements with high-net-worth entrepreneurs to grow wealth and impact.
• Develop scalable financial planning processes and proactive strategies.
• Collaborate with the CEO and team to elevate service and outcomes.

Skills

Investment management

Wealth management

Financial planning

Leadership

Project management

Tech-savvy

Education

CFP

CFA

CPA

EA

MBA

ChFC

Tools

Microsoft Office

eMoney

Redtail

Holistiplan

Job description

Socha Capital is seeking a rockstar Financial Planner to join a fast-growing fractional family office advisory firm. You’ll work remotely with visionary entrepreneurs, shaping strategies that change the trajectory of clients’ wealth and legacies.

You’ll leverage deep investment and planning expertise, collaborate with the CEO, and drive value through tax, cash flow, and risk management. Expect generous bonuses and a performance-driven culture.