Associate Financial Planner
Full Time · Finance · Remote
United States
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 is a launchpad for elite advisors 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.
What You’ll Do
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.
Meeting Preparation & Debrief
Prepare comprehensive client meeting slide decks including net worth, portfolio data, open action items, and custom recommendations.
Run Orion reports (e.g., Entre Wealth Sample Investment Report) and embed findings into meeting materials.
Document meeting notes, follow-ups, and “why we did what” records in Redtail CRM.
Produce post-meeting one-page summaries and update related CRM workflows.
Client Onboarding & Discovery
Own the full onboarding process: intake forms, eMoney setup, Holistiplan tax analysis, and Redtail data completion.
Build onboarding presentations (Agenda, Scope of Work, Action Plan).
Aggregate and input financial data from multiple sources including insurance policies, estate plans, and investment accounts.
Technology & Tool Mastery
eMoney: Maintain accurate financial plans, connectivity, and reporting.
Holistiplan: Run tax analyses, upload returns, generate Tax Report 2.0, and compare strategies.
Orion: Validate data accuracy and create performance and allocation reports.
Redtail CRM: Keep client data current, manage workflows, and track tasks.
Planning Support & Research
Own any client or internal communication thread you’re included on—ensuring follow-up and resolution.
Coordinate with CPAs, attorneys, and strategic partners to gather documents, schedule meetings, and ensure deliverables are met.
Prepare proposals (RPT & CBPP) and executive summaries.
Support insurance case design requests and ad hoc client questionnaires.
Conduct specialized research for advanced planning strategies.
Recurring Process Ownership
Lead preparation for monthly, bi-monthly, and quarterly client reviews.
Audit and maintain file structure consistency across firm systems.
Maintain a master deck of reusable content from past meetings.
Who You Are
Knowledgeable and Experienced: Bachelor’s degree in Finance, Business, Economics, or related field with 1–3 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.
Tech-Fluent: Strong proficiency in Microsoft Office Suite, able to master firm-specific tools quickly, and passionate about using AI to drive efficiency.
Calm in Chaos: You own your outcomes, thrive under pressure, and know how to turn ambiguity into execution. You have a proactive, ownership-driven mindset with the ability to anticipate needs.
Strong Attention to Detail: Delivering the best solutions for our clients requires keeping your eye on the little things. Details matter and you know that.
Executive Presence: You have excellent verbal and written communication skills, the ability to communicate complex information clearly and have an alignment to Socha Capital’s core values and commitment to excellence and getting Better Every Day.
What’s In It For You
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.
Mission-Driven Environment: We're not here to be average. We're here to build something extraordinary—and we're all in.
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 recruiting@sochacapital.com.
Final compensation may vary based on factors such as experience, skills, and geographic cost-of-labor differentials.
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