Associate Financial Planner

Socha Capital • ,

145d • Remote

About The Position

This is a launchpad for elite planners ready to shape the future of wealth. The Associate Financial Planner serves as the operational and strategic right hand to our Lead and Senior Planners and allow them to operate at the highest level. This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance. We’re a very high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients aren’t just high-net-worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need rockstar Senior Financial Planners to lead the charge.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field
• 3-5 years of experience in financial planning, wealth management, or a client service role in a professional services environment
• Real-world, hands-on experience is a must
• Strong proficiency in Microsoft Office Suite
• Able to master firm-specific tools quickly
• Passionate about using AI to drive efficiency
• Own your outcomes, thrive under pressure, and know how to turn ambiguity into execution
• Proactive, ownership-driven mindset with the ability to anticipate needs
• Strong Attention to Detail
• Excellent verbal and written communication skills
• Ability to communicate complex information clearly
• Alignment to Socha Capital’s core values and commitment to excellence and getting Better Every Day

Nice To Haves

• You are not simply a planner-in-training—you are a force multiplier, anticipating needs before they arise and ensuring that every client experience is seamless.
• This is an ideal role for a highly detail-oriented, proactive professional with a passion for financial planning and delivery excellence who thrives in a fast-paced, high-accountability environment.
• You will be mentored by senior leaders and gain the technical, strategic, and client-facing skills needed to advance your career in Financial Planning and Multi-Family Office solutions.

Responsibilities

• Meeting Preparation & Debrief
• Client Onboarding & Discovery
• Technology & Tool Mastery
• Planning Support & Research
• Recurring Process Ownership

Benefits

• Reimburses for approved certifications upon successful completion, consistent with full-time employee benefits
• Remote Work
• Unlimited PTO
• Competitive pay
• Health
• 401(k) match

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level