Ready to fast-track your career in wealth management? Join Socha Capital, a next-gen advisory firm for entrepreneurs and executives. Earn $100K+ OTE, get 1:1 CEO mentorship, and thrive in a remote, high-performance culture built for growth. 

Compensation: Total On-Target Earnings $100,000+ 

Location: Fully Remote (U.S.-based) 

This Isn’t Just a Sales Role - It’s Your Financial Services Career Accelerator. 

You’re not looking for a job. You’re looking for a proving ground. 

At Socha Capital, we’re building a next-generation Multi-Family Office redefining how entrepreneurs and executives grow, protect, and transfer wealth. 

You’ll work directly with our CEO—an industry veteran with two decades of high-net-worth (HNW) client acquisition experience—who will mentor you personally to master elite wealth management sales in record time. This is where high-performers sharpen their craft and launch careers that change financial futures—including their own. 

What You’ll Do 

You’ll be responsible for driving our HNW client pipeline—from first contact to long-term relationship. 

Your role will combine high-impact sales execution, intelligent prospecting, and disciplined follow-through in a fast-paced, high-performance environment. 

• Build and manage a qualified pipeline of HNW prospects ($10M+ investable assets) 

• Engage directly with entrepreneurs, executives, and C-suite leaders to identify fiduciary planning opportunities 

• Develop custom wealth strategies in partnership with our CEO and advisory team 

• Manage CRM, pipeline data, and follow-up cadence with precision—every detail matters 

• Leverage tech and AI tools to enhance prospecting, reporting, and client engagement efficiency 

Who You Are 

You thrive where standards are high and pressure is real. You’re naturally competitive, relentlessly detail-oriented, and wired for accountability. 

• Experience: 2+ years in RIA, wealth management, tax, or investment banking, focused on sales, client management, or business development 

• Driven: You set audacious goals and follow through—no excuses 

• Precision-Oriented: You catch what others miss and treat details as leverage 

• Communicator: You articulate complex financial ideas clearly and confidently 

• Leader: You hold your own with CEOs and HNW clients—credibility comes naturally 

• Tech-Savvy: Skilled in Salesforce, Redtail, or similar CRMs; advanced Excel user; eager to integrate AI tools for smarter selling 

Why This Role Stands Out 

• Elite Mentorship: Direct coaching from our CEO—learn the mindset and tactics that win in HNW financial advisory. 

• Total Flexibility: Fully remote. You own your results. 

• Limitless Earnings: Competitive base + performance bonuses. 

• Impact: Build a firm changing the way entrepreneurs approach wealth management. 

• Culture: No complacency, no politics—just a team of high-integrity operators who execute. 

Compensation & Benefits 

• On-target earnings of $100,000+ (base + uncapped bonuses) 

• Unlimited PTO – because high performance requires real balance 

• Health, 401(k) match, and family benefits 

• Career growth in a scaling firm where results are noticed and rewarded 

Why Socha Capital 

We’re not a traditional RIA. We’re an elite advisory firm for entrepreneurs who demand excellence and innovation. 

If you’re the kind of professional who chooses the hard path, thrives under pressure, and sees sales as both art and science—this is where you belong. 

If you want ordinary, keep scrolling. 

If you want to master wealth management and dominate your career trajectory—apply now. 

Skills: Wealth Management Sales, HNW Client Acquisition, Client Relationship Management, RIA Sales Operations, CRM Software (Redtail, Salesforce), Financial Advisory, Pipeline Management, Client Onboarding, SEC Compliance, Microsoft Excel 

Equal Opportunity: We hire based on performance, integrity, and potential. Compensation varies by experience, skills, and location.