Socha Capital · 2 hours ago
Associate Wealth Advisor – Inbound Client Acquisition
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $100K/yrSocha Capital is a rapidly growing RIA seeking an Associate Wealth Advisor focused on inbound client acquisition. In this high-impact role, the advisor will manage the consultative sales process for UHNW clients without ongoing service responsibilities, working directly with the CEO to maximize client engagement and deal execution.
Financial ServicesRisk ManagementTax PreparationWealth Management
Responsibilities
Own the front end of our UHNW inbound pipeline
Manage the consultative sales process
Transition clients to our senior planning and service
Focus purely on closing without ongoing service responsibilities
Engage in consultative, tax-centric, UHNW conversations
Step into meetings with entrepreneurs, founders, and multi-entity business owners
Work directly with the CEO on every deal for real-time coaching, strategy, and deal execution
Qualification
Required
Experience as a top producer at Merrill, UBS, Schwab, or a high-performing RIA
Ability to close leads and manage the consultative sales process
Experience working with UHNW clients
Strong focus on high-level advisory and client acquisition work
Ability to thrive in a high-impact role without ongoing service responsibilities
Strong preparation, precision, and execution skills
Desire for proximity to leadership and visibility into UHNW deal building
Ability to perform best with a supportive team behind them
Company
Socha Capital
Secha Capital is a patient capital holding company that invests in African SMEs.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeff Socha
Chief Executive Officer
Recent News
Seattle TechFlash
2025-06-03
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