[Remote] Associate Wealth Advisor – Client Acquisition (Inbound)
Note: The job is a remote job and is open to candidates in USA. Socha Capital is a top-1% growth independent RIA seeking an Associate Wealth Advisor focused on client acquisition. The role involves managing inbound leads for high-net-worth clients while collaborating closely with the CEO and senior planning teams. Responsibilities • Own the front-end sale and hand the relationship off to our senior planning & service team • Work side-by-side with the CEO on every deal Skills • 3–7 years of experience as an advisor • Proven track record of high production on warm/inbound leads • Experience at Merrill, UBS, Schwab, or another RIA • Ability to conduct polished, tax-centric, generational-wealth conversations 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