Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth, forward-thinking Multi-Family Office Advisory Firm seeking an Associate Financial Planner to support Lead and Senior Planners. This role involves reshaping financial planning for visionary entrepreneurs and requires a proactive, detail-oriented professional who thrives in a fast-paced environment.

Responsibilities

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

Skills

• 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
• Strong proficiency in Microsoft Office Suite
• Ability to master firm-specific tools quickly
• Passionate about using AI to drive efficiency
• Ability to thrive under pressure
• 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

Benefits

• Growth & Certification Support: Associates are encouraged to pursue professional designations such as the CFP®. Socha Capital reimburses for approved certifications upon successful completion, consistent with full-time employee benefits.
• Remote Work, Unlimited PTO: Design your work to fit your life.
• Strong Earnings Potential & Comprehensive Benefits: Competitive pay. Health, 401(k) match, and all the essentials to take care of you and your family.

Company Overview