[Remote] Associate Wealth Advisor – Inbound Client Acquisition
Note: The job is a remote job and is open to candidates in USA. Socha 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. Responsibilities • Own the front end of our UHNW inbound pipeline • Manage the consultative sales process • Transition clients to our senior planning and service Skills • 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 Overview • Secha 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 Apply tot his job