Socha Capital Jobs in United States

We're seeking an advisor who recognizes they are underutilized and capable of greater impact, but whose current environment limits their ability to focus on high-level advisory and client acquisition work.We need one elite closer to own the front end of our UHNW inbound pipeline, ...

We are seeking a top-producing advisor who recognizes they are underutilized and capable of greater impact but whose current environment limits their ability to focus on high-level advisory and client acquisition work. · This is a rare opportunity to make a significant impact in ...

We are seeking a Financial Analyst to support revenue operations. · ...

We are seeking a Controller / VP of Finance to lead the firm's financial operations and serve as a strategic partner to senior leadership. · ...

This role is designed for experienced Big 4 / National Firm Tax Managers and Senior Managers ready to move beyond utilization metrics into true advisory work with autonomy, impact, and ownership. · Lead sophisticated tax planning for UHNW individuals, family enterprises, partners ...

This is a chance to redefine financial planning alongside a visionary CEO. Our clients are innovators, and we need someone ready to work hard for huge rewards. · ...

A financial services firm in Florida is seeking a Financial Planner to assist clients in analyzing their financial circumstances and developing strategic plans. The ideal candidate will hold a Bachelor's degree in finance and possess a CERTIFIED FINANCIAL PLANNER designation. Res ...

This isn't just a job—it's a chance to redefine financial planning alongside a visionary CEO. Our clients are innovators, and we need someone ready to work hard for huge rewards. · We are hiring a Client Advisor to own INBOUND opportunities from initial introduction call through ...

+Job summary · This Is Not Your Average Client Services Coordinator Role – This Is Your Career Game-Changer. · +Bachelor's degree in Business, Finance, or related field preferred. · 5+ years of client service or operations experience in a financial planning, investment management ...

This is the apex of financial strategy - not your average wealth manager role. No business development required - current inbound demand is insanely strong. ...

This high-impact role allows an elite closer to own the front end of our UHNW inbound pipeline. · ...