Socha Capital · 1 day ago

Senior Financial Planner

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

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Financial Services

Hiring Manager

Sara Bastola

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Responsibilities

Lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more.

Work with visionary entrepreneurs who are pushing the boundaries of what’s possible.

Mentor and shape the next generation of financial planners.

Juggle multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investment ManagementWealth ManagementFinancial PlanningCFPCFACPAEAChFCLLMProject ManagementMicrosoft OfficeEMoneyRedtailHolistiplan

Required

Deep Expertise: You’ve spent 10+ years mastering investment management, wealth management, or financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. You’ve worked with people who are already successful, and you know how to elevate them even further.

Credentials That Matter: Whether you’re a CFP, CFA, CPA, EA, MBA, ChFC, or have a JD/LLM, you’ve got the credentials to back up your deep knowledge. But more importantly, it’s your experience – and your results – that set you apart.

Leadership Skills: You’re not just an expert – you’re a leader. You’ve led teams, managed client relationships, and taken ownership of high-impact projects. You’re ready to guide junior planners and ensure that your team achieves its best.

Project Management Genius: You’re a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute flawlessly.

Tech-Savvy: You’re comfortable with the latest tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan. You understand that technology is a force-multiplier and are quick to adopt new tools that improve client service and team collaboration.