Elite Wealth Planner — Remote, High-Impact Growth

Socha Capital; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary plus uncapped performance bonuses

Unlimited PTO

Health benefits

401(k) matching

Accelerated career trajectory

Job summary

Socha Capital is seeking an elite Financial Planner to work with high net worth clients, including visionary entrepreneurs and executives. This role offers the opportunity to influence their growth and legacy while being part of an elite team.

The ideal candidate will have over five years in financial planning or wealth management, and possess strong credentials like CFP or CFA. This position features competitive pay, performance bonuses, unlimited PTO, health benefits, and remote work.

Qualifications

• Five or more years in financial planning, wealth management, or investment advisory.
• Deep understanding of tax strategy, investments, insurance, estate planning, and cash flow.
• High ownership and high standards with an ability to execute under pressure.

Responsibilities

• Work directly with visionary entrepreneurs and high net worth clients.
• Lead and develop the next generation of financial planners.
• Utilize modern technology to enhance client outcomes.

Skills

Financial planning

Wealth management

Investment advisory

Tax strategy

Strategic thinking

Education

CFP, CFA, CPA, EA, MBA, or ChFC

Tools

eMoney

Redtail

Holistiplan

Job description

Socha Capital is seeking an elite Financial Planner to work with high net worth clients, including visionary entrepreneurs and executives. This role offers the opportunity to influence their growth and legacy while being part of an elite team.

The ideal candidate will have over five years in financial planning or wealth management, and possess strong credentials like CFP or CFA. This position features competitive pay, performance bonuses, unlimited PTO, health benefits, and remote work.