Socha Capital · 12 hours ago
Associate Wealth Advisor – Inbound Client Acquisition
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $100K/yrSocha Capital is seeking an Associate Wealth Advisor who excels in closing leads and is looking for a high-impact role without the burden of ongoing service responsibilities. The advisor will manage the inbound pipeline and work directly with the CEO on consultative sales processes for ultra-high-net-worth clients.
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
Qualification
Required
Experience closing leads at Merrill, UBS, Schwab, or a high-performing RIA
Ability to manage the consultative sales process
Capability to focus on high-level advisory and client acquisition work
Desire for coaching, challenge, and sharpening of skills
Top producer mentality
Ability to engage in high-stakes, strategic conversations
Obsessed with preparation, precision, and execution
Desire for proximity to leadership and visibility into UHNW deals
Ability to perform best with a support system focused on closing
Benefits
$50k+ performance bonus
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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