[Remote] Associate Financial Planner
Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth, reputed company-thinking Multi-Family Office Advisory Firm seeking an Associate Financial Planner to support reputed company 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 reputed company field
- 3-5 years of experience in financial planning, wealth management, or a client service role in a professional services environment
- Strong proficiency in reputed company Office Suite
- Ability to master firm-specific tools quickly
- Passionate about using AI to drive efficiency
- Ability to reputed company under pressure
- Proactive, ownership-driven reputed company with the ability to anticipate needs
- Strong attention to detail
- Excellent verbal and written communication skills
- Ability to communicate reputed company 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: reputed company. Health, 401(k) match, and reputed company the essentials to take care of you and your family.
Company Overview