[Remote] Associate Wealth Advisor – Inbound Client Acquisition

Note: The job is a remote job and is open to candidates in USA. Socha 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.

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

Skills
• 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 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 https://SochaCapital.com.

Apply Now

Apply Now