[Remote] Senior Financial Planner

Note: The job is a remote job and is open to candidates in USA. Socha Capital is a high growth, forward-thinking Fractional Family Office Advisory Firm seeking a Senior Financial Planner to revolutionize the financial planning industry. The role involves leading the financial planning process for visionary entrepreneurs and business owners, driving sophisticated strategies across various financial aspects while making a significant impact on clients' growth and success.ResponsibilitiesRevolutionize the Industry: This isn’t just about advising, this is your chance to reshape how top entrepreneurs and business owners think about wealthYou’ll lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and moreWe don’t believe in cookie-cutter solutionsYou’ll be working on high-level, transformative projects that will make an impact immediatelyWork with the Best of the Best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possibleThese clients are ambitious, dynamic, and demand the best from everyone around themYour insights will directly fuel their growth, success, and legacyNo 'boring' clients hereLeadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management spaceYou’ll grow, develop, and shape the next generation of financial planners, while having a hand in shaping the future of our firmWe’re looking for someone who’s ready to invest in others and build something lastingThis is your chance to truly make an impactSkillsFive or more years in financial planning, wealth management, or investment advisory, ideally with high net worth or business owner clientsDeep understanding of tax strategy, investments, insurance, estate planning, and cash flowYou take responsibility, execute under pressure, and hold yourself to an elite standardYou simplify complexity, identify leverage points, and create asymmetric outcomes for clientsYou choose intensity. You seek challenge. You are not interested in averageComfortable leveraging tools like eMoney, Redtail, Holistiplan, and modern technology to enhance client outcomesCredentials such as CFP, CFA, CPA, EA, MBA, or ChFC are strongly preferredBenefitsUncapped performance bonusesUnlimited PTO while being 100% RemoteHealth benefits and 401k matchingAccelerated career trajectory with real leadership opportunityCompany 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.