Assistant to Financial Advisor | Financial Services Multi-Family Office (RIA Experience Preferred)
Compensation: $100,000+ On-Target Earnings (Base + Uncapped Bonuses) Location: 100% Remote — U.S.-based
This Isn’t Just a Job — It’s a Financial Services Career Accelerator.
You’re not looking for a task list. You’re looking for a proving ground.
At Socha Capital, we’re redefining wealth advisory for entrepreneurs and executives. We’re building a next-generation Multi-Family Office, and we want high-performing professionals who are ready to stretch beyond traditional roles.
You’ll work directly with our CEO—an industry veteran with two decades of high-net-worth (HNW) client acquisition experience—who will mentor you personally to master elite wealth management sales. If you’re detail-oriented, highly organized, and thrive in fast-paced environments, this is where your executive skills can evolve into leadership and client acquisition mastery.
What You’ll Do
This role blends high-level administrative excellence with strategic business development:
• Manage and build a qualified pipeline of HNW clients ($10M+ investable assets)
• Support and directly engage with entrepreneurs, executives, and C-suite leaders
• Partner with our CEO to develop and execute custom wealth strategies
• Maintain precision in CRM data, pipeline tracking, and compliance documentation
• Use tech and AI tools to streamline client engagement, reporting, and prospecting
• Coordinate meetings, follow-ups, and key communications with HNW clients
This role is ideal for an executive assistant or operations professional who is ready to transition into client-facing sales and business development, using your organizational, detail, and problem-solving skills to accelerate career growth.
Who You Are
• Experienced & Detail-Oriented: 2+ years supporting executives or in operations, sales, or client management in financial services, RIA, or related fields
• Driven: You set ambitious goals and follow through with relentless accountability
• Precise: You catch details others miss—accuracy is your leverage
• Communicator: You confidently engage both internal stakeholders and high-level clients
• Tech-Savvy: Comfortable with Salesforce, Redtail, Excel, and eager to adopt AI tools
• Leadership Potential: You can step into client-facing situations, handle complexity, and earn credibility quickly
Why This Role Stands Out
• Elite Mentorship: Learn directly from a CEO who has mastered HNW client acquisition
• Career Flexibility: Fully remote, results-driven, with opportunities to grow into leadership
• Limitless Earnings: Competitive base plus uncapped performance bonuses
• Impact: Shape how entrepreneurs build, protect, and transfer wealth
• Culture: High-integrity, no politics, results-focused team
Compensation & Benefits
• $100K+ OTE (Base + Bonuses)
• Unlimited PTO
• Health, 401(k) match, and family benefits
• Rapid career growth in a scaling firm
Why Socha Capital
We’re an elite Multi-Family Office Advisory Firm, partnering with entrepreneurs who demand excellence and innovation. If you’re a high-performing executive assistant, operations pro, or emerging leader who thrives under pressure and wants to step into wealth management sales, this is your chance to accelerate your career.
Skills: Executive Support, Project Management, Wealth Management Sales, HNW Client Acquisition, CRM Software (Redtail, Salesforce), Financial Advisory, Pipeline Management, Client Onboarding, SEC Compliance, Microsoft Excel
Equal Opportunity: We hire based on performance, integrity, and potential. Compensation varies by experience, skills, and location.
Apply tot his job
Apply To this Job
This Isn’t Just a Job — It’s a Financial Services Career Accelerator.
You’re not looking for a task list. You’re looking for a proving ground.
At Socha Capital, we’re redefining wealth advisory for entrepreneurs and executives. We’re building a next-generation Multi-Family Office, and we want high-performing professionals who are ready to stretch beyond traditional roles.
You’ll work directly with our CEO—an industry veteran with two decades of high-net-worth (HNW) client acquisition experience—who will mentor you personally to master elite wealth management sales. If you’re detail-oriented, highly organized, and thrive in fast-paced environments, this is where your executive skills can evolve into leadership and client acquisition mastery.
What You’ll Do
This role blends high-level administrative excellence with strategic business development:
• Manage and build a qualified pipeline of HNW clients ($10M+ investable assets)
• Support and directly engage with entrepreneurs, executives, and C-suite leaders
• Partner with our CEO to develop and execute custom wealth strategies
• Maintain precision in CRM data, pipeline tracking, and compliance documentation
• Use tech and AI tools to streamline client engagement, reporting, and prospecting
• Coordinate meetings, follow-ups, and key communications with HNW clients
This role is ideal for an executive assistant or operations professional who is ready to transition into client-facing sales and business development, using your organizational, detail, and problem-solving skills to accelerate career growth.
Who You Are
• Experienced & Detail-Oriented: 2+ years supporting executives or in operations, sales, or client management in financial services, RIA, or related fields
• Driven: You set ambitious goals and follow through with relentless accountability
• Precise: You catch details others miss—accuracy is your leverage
• Communicator: You confidently engage both internal stakeholders and high-level clients
• Tech-Savvy: Comfortable with Salesforce, Redtail, Excel, and eager to adopt AI tools
• Leadership Potential: You can step into client-facing situations, handle complexity, and earn credibility quickly
Why This Role Stands Out
• Elite Mentorship: Learn directly from a CEO who has mastered HNW client acquisition
• Career Flexibility: Fully remote, results-driven, with opportunities to grow into leadership
• Limitless Earnings: Competitive base plus uncapped performance bonuses
• Impact: Shape how entrepreneurs build, protect, and transfer wealth
• Culture: High-integrity, no politics, results-focused team
Compensation & Benefits
• $100K+ OTE (Base + Bonuses)
• Unlimited PTO
• Health, 401(k) match, and family benefits
• Rapid career growth in a scaling firm
Why Socha Capital
We’re an elite Multi-Family Office Advisory Firm, partnering with entrepreneurs who demand excellence and innovation. If you’re a high-performing executive assistant, operations pro, or emerging leader who thrives under pressure and wants to step into wealth management sales, this is your chance to accelerate your career.
Skills: Executive Support, Project Management, Wealth Management Sales, HNW Client Acquisition, CRM Software (Redtail, Salesforce), Financial Advisory, Pipeline Management, Client Onboarding, SEC Compliance, Microsoft Excel
Equal Opportunity: We hire based on performance, integrity, and potential. Compensation varies by experience, skills, and location.
Apply tot his job
Apply To this Job