Remote Inbound Wealth Advisor – High-Earning, Client-Centric

Socha Capital; United States; Remote; USD 90,000 - 100,000; Full time

Job summary

Socha Capital is seeking a highly motivated Wealth Advisor to own inbound opportunities from first introduction call through close. You will consult on complex financial needs for high-net-worth clients, turning data into actionable, tailored plans.

This quota-carrying role offers uncapped commissions with a $250,000+ target OTE and a base salary of $90,000–$100,000. Work remotely from anywhere in the United States and contribute to a growing wealth management team.

Qualifications

• Excellent ability to discuss financial concepts with high-net-worth individuals.
• Track record of meeting or exceeding sales targets.
• Ability to analyze tax and financial information to form recommendations.

Responsibilities

• Qualify and close inbound opportunities from initial intro to close.
• Lead discovery conversations across tax, financial, and planning needs.
• Translate financial information into client-specific plans.
• Manage the full sales cycle in RedTail CRM with thorough documentation.

Skills

Financial literacy

Sales driven

Detail oriented

Communication

Coachable

Tools

RedTail CRM

Job description

Socha Capital is seeking a highly motivated Wealth Advisor to own inbound opportunities from first introduction call through close. You will consult on complex financial needs for high-net-worth clients, turning data into actionable, tailored plans.

This quota-carrying role offers uncapped commissions with a $250,000+ target OTE and a base salary of $90,000–$100,000. Work remotely from anywhere in the United States and contribute to a growing wealth management team.