Senior Financial Planner

Socha Capital; United States; Remote; USD 82,000 - 140,000; Full time

Job summary

Socha Capital is seeking a Senior Financial Planner to join their high-growth, multi-family office. This role involves architecting wealth strategies that resonate with clients, serving as a strategic partner to family businesses and multi-generational clients. You will work directly with leadership to create innovative financial solutions in a remote-first environment that encourages real autonomy and impactful results.

Benefits

Performance-based compensation

Remote work flexibility

Direct access to CEO and elite clients

Mentorship opportunities

Qualifications

• 10+ years in financial, wealth, and tax strategy.
• Credentialed: CFP, CPA, CEPA, JD/LLM, CFA.
• Experience with business-owning families and multi-generational clients.

Responsibilities

• Build and deliver comprehensive planning across various areas.
• Serve as the strategic lead for business-owning families.
• Engineer holistic solutions connecting tax, legal, and investment services.

Skills

Strategic Thinking

Client Relationship Management

Wealth Management Strategy

Education

CFP

CPA

CEPA

JD/LLM

CFA

Tools

eMoney

Holistiplan

Redtail

Orion

Black Diamond

Job description

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This Isn’t Financial Planning. It’s Architecting Generational Impact.

If you’re looking to coast behind a desk, push templated plans, or collect fees for generic advice—this role isn’t for you. But if you're ready to operate as a strategic partner to visionary founders, translate complexity into clarity, and build dynastic wealth structures that outlive market cycles—you’re in the right place.

We’re a high-growth, multi-family office serving entrepreneurs, operators, and legacy-minded families. Our clients don’t need a traditional wealth manager. They need a consigliere—someone who can move between investment strategy, legal nuance, and long-term narrative without blinking.

This isn’t your average planning role—it’s a launchpad for elite advisors ready to shape the future of wealth. It’s your seat at the strategy table—backed by direct access to the CEO, world-class clients, and real opportunity to lead.

What You’ll Actually Do

Architect Wealth That Matters

• Build and deliver comprehensive planning across tax, estate, entity design, cash flow, and business succession
• Translate legacy goals into structure—dynastic trust planning, philanthropic strategy, liquidity optimization
• Think like a partner. Operate like a PE team. No fluff. No product-pushing. Just real planning for real outcomes
  
  

Lead Relationships That Stick

• Serve as the strategic lead for business-owning families and multi-generational clients
• Anticipate needs, challenge assumptions, and provide direct counsel with clarity and confidence
• Engineer holistic solutions – work across tax, legal, and investment solutions as an all-in-one advisor connecting the dots with industry experts
  
  

Advance a Firm That’s Rewriting the Playbook

• Help shape the next generation of financial planning through mentorship, insight, and strategic input. Manage growing planners where it’s needed
• Operate in a high-trust, high-performance culture where ideas win and results matter
• Grow with autonomy. Contribute with intensity. Be trusted to lead without layers of red tape
  
  

Who You Are

• A Builder, Not a Babysitter: You’ve spent 10+ years in financial, wealth, and tax strategy—and you’re still hungry to learn, lead, and level up
• Credentialed and Competent: CFP, CPA, CEPA, JD/LLM, CFA, or something equally real—we don’t care about alphabet soup unless it comes with impact
• Strategically Wired: You've advised founders, managed complexity, and made sense of equity comp, trust law, and exit timing in one conversation
• Calm in Chaos: You own your outcomes, thrive under pressure, and know how to turn ambiguity into execution
• Client-Led, Ego-Free: You know how to hold the room, ask the right questions, and deliver hard truths with humility
• Tech Fluent: eMoney, Holistiplan, Redtail, Orion, Black Diamond—if it helps serve the client better, you’re all in
  
  

Why This Seat Is Different

• Real Autonomy, Real Access: Work directly with the CEO. Drive strategy, not slides.
• Elite Clients: Entrepreneurs, business owners, and family operators who want to build legacies that matter.
• Performance = Compensation: Base + aggressive bonuses + a path to real equity upside.
• Remote First, Results Only: Work from anywhere. No micromanagement. Just accountability and impact.
• Mentorship & Mastery: We compress decades into years here. You’ll grow fast—if you’re ready.
  
  

Why Socha Capital?

We’re not a legacy firm—and we don’t want legacy thinking. We believe financial planning can change lives—not just for clients, but for the planners bold enough to do it differently. We’re here to elevate financial planning into something sharper, braver, and more strategic. We move fast. We care deeply. And we want planners who are tired of playing small.

If you’ve been looking for the place where your technical depth meets real ambition—apply. Or don’t. But if you’re still reading, you probably should.

Equal Opportunity

We recruit, hire, employ, train, promote, and compensate individuals based on job-related qualifications and abilities. Socha Capital also has a policy of providing a work environment that respects the dignity and worth of each individual and is free from all forms of employment discrimination, including harassment, because of race, color, sex, gender, age, religion or religious creed, national origin, ancestry, citizenship, marital status, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, military or veteran status, or any other characteristic protected by law.

Socha Capital provides reasonable accommodation to qualified individuals in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email [e-mail].

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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