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Socha Capital · 4 hours ago

Wealth Advisor (Inbound-Only)

United States

Full-time

Remote

Mid Level

$90K/yr - $100K/yr

Socha Capital is a visionary company in the wealth management sector, seeking a Wealth Advisor to redefine financial planning. The role involves owning inbound client opportunities and requires strong consultative selling skills to manage complex financial situations for high net worth clients.

Financial ServicesRisk ManagementTax PreparationWealth Management

Responsibilities

Qualify and close inbound opportunities with high-net-worth individuals and families

Lead structured discovery conversations across tax, financial, and planning needs

Translate unstructured financial information into a clear, client specific plan

Manage the full sales cycle in CRM with disciplined documentation and follow-through

Qualification

Financial literacyConsultative sellingSales target achievementDetail-orientedClear communicatorCoachabilityResourcefulness

Required

Strong financial literacy (financial statements, tax returns, etc). You are not expected to be the subject matter expert. You need to be able to discuss it and ask insightful questions, not do the delivery work

Highly driven and competitive, with a track record of hitting or exceeding sales targets

Detail-oriented with the ability to process complex, unstructured information

Clear & confident communicator with strong written and verbal skills

Coachable + resourceful. Learns quickly and adapts. We are a team and support each other + take accountability and get resourceful to find answers on our own