[Remote] Associate Financial Planner

Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high-growth, forward-thinking Multi-Family Office Advisory Firm seeking an Associate Financial Planner to support Lead and Senior Planners. This role involves reshaping financial planning for visionary entrepreneurs and requires a proactive, detail-oriented professional who thrives in a fast-paced environment.ResponsibilitiesMeeting Preparation & DebriefClient Onboarding & DiscoveryTechnology & Tool MasteryPlanning Support & ResearchRecurring Process OwnershipSkillsBachelor's degree in Finance, Business, Economics, or related field3-5 years of experience in financial planning, wealth management, or a client service role in a professional services environmentStrong proficiency in Microsoft Office SuiteAbility to master firm-specific tools quicklyPassionate about using AI to drive efficiencyAbility to thrive under pressureProactive, ownership-driven mindset with the ability to anticipate needsStrong attention to detailExcellent verbal and written communication skillsAbility to communicate complex information clearlyAlignment to Socha Capital's core values and commitment to excellenceBenefitsGrowth & Certification Support: Associates are encouraged to pursue professional designations such as the CFP®. Socha Capital reimburses for approved certifications upon successful completion, consistent with full-time employee benefits.Remote Work, Unlimited PTO: Design your work to fit your life.Strong Earnings Potential & Comprehensive Benefits: Competitive pay. Health, 401(k) match, and all the essentials to take care of you and your family.Company OverviewSecha Capital is a patient capital holding company that invests in African SMEs. It was founded in 2021, and is headquartered in Austin, Texas, USA, with a workforce of 11-50 employees. Its website is https://SochaCapital.com.