Socha Capital · 2 months ago
Associate Wealth Advisor - Inbound Client Acquisition
United States
Full-time
Remote
Entry, Mid LevelSocha Capital is seeking an Associate Wealth Advisor to work closely with the CEO in managing the client acquisition process. The role involves orchestrating the front end of sales, ensuring that all prospects are well-prepared and supported throughout their buying journey.
Financial ServicesRisk ManagementTax PreparationWealth Management
Responsibilities
Act as the right hand to the CEO across the entire front-end sales process, removing friction so he can focus exclusively on closing
Prepare the CEO for every prospect meeting with clear context, defined objectives, and decision-ready materials
Capture notes, decisions, and next steps in real time, driving disciplined follow-up and forward momentum so no opportunity stalls
Ensure a polished, white-glove prospect experience through precise coordination, preparation, and follow-through at every stage
Qualification
Required
Exceptional interpersonal and communication skills, calm, confident, and credible with ultra high net worth prospects
Ability to think two to three steps ahead and take pride in precision, preparation, and follow through
Resourceful, curious, and proactive, able to solve problems and maintain momentum without being asked
Motivated by influence and exposure, with a genuine desire to be the person who makes the machine run flawlessly
Benefits
Per client performance bonuses tied to signed relationships
Compensation directly aligned with execution, attention to detail, and deal momentum
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
Company data provided by crunchbase