Grow With Us!
Join our team and lead the way.
We are a diverse team—from credentialed financial planners to client service leaders, and experts in account operations. We have many talents, but we have one thing in common: We're building a culture of excellence.
Why Join?
"We are walking our clients down a path of freedom that requires a strong partnership on both sides. My clients turn into life long friends. That's why I work here."
Alan Kilian
Family Office Consultant
“Unlimited PTO, a remote environment and well compensated all in a planning-first environment — Socha Capital is unlike any other firm.”
Jamie Thompson
Planner Performance and Development Manager
“I’m striving for better balance between physical and behavioral health — BEING PRESENT for my daughters is a priority. At Socha Capital, I can do that.”
John Gambone
Family Office Manager
"It's truly quality over quantity. I'm responsible for around 15 to 20 clients – compared to managing over 100 relationships at prior firms. That focus allows me to do in-depth, thoughtful work and form genuine connections with each client, both personally and professionally."
Andrew Vinciguerra
Senior Financial Planner
Open Roles
We're looking for individuals who strive for excellence, are experts in their field, and have an unwavering commitment to serving clients.
FinanceApply Now
Associate Financial Planner
United States
Full time • Remote
CorporateApply Now
Client Service Coordinator
Austin, Texas, United States (Remote)
Full time • Hybrid
CorporateApply Now
Operations Associate
United States
Full time • Remote
CorporateApply Now
Business Development Coordinator
Austin, Texas, United States (Remote)
Full time • Hybrid