Come Grow with Us
Join our team and lead the way.
We are a diverse team—from credentialed financial planners to client service leaders, and experts in account operations. We have many talents, but we have one thing in common: We're building a culture of excellence.
$1BILLION+
Assets Under Advisement
80+
Years Combined Service
15+
Dedicated Professionals
We're looking for individuals who strive for excellence, are experts in their field and have an unwavering commitment to serving clients.
If you're an unapologetic high achiever ready to build something extraordinary, this is your chance. You will work harder than most and you will be rewarded accordingly!
Available Positions:
- Senior Financial Planner
- Financial Planner
- Client Services Coordinator
Why Join Socha Capital?
"I'm responsible for a smaller set of clients (15-20) compared to over 100 different client relationships at prior firms. I can do thorough, in-depth work and develop meaningful relationships with each client, both personally and professionally. Quality over quantity."
FINANCIAL PLANNER
“I’m striving for better balance between physical and behavioral health - BEING PRESENT for my daughters is a priority. At Socha Capital, I can do that.”

FINANCIAL PLANNER
"We are walking our clients down a path of freedom that requires a strong partnership on both sides. My clients turn into life long friends. That's why I work here."
FAMILY OFFICE DIRECTOR
“We are a true hands-on planning firm. We are non-transactional in our approach with our clients. Our typical client is a business owner that makes over $1 million/year."
FINANCIAL PLANNER
"When we strive to be a better version of ourselves, we're committed to our core value Growth, and that doesn't just apply to company growth but to our own self-improvement, too."
OPERATIONS MANAGER
“Unlimited PTO, a remote environment and well compensated all in a planning-first environment—Socha Capital is unlike any other firm.”
FINANCIAL PLANNER
01 Health Insurance
Competitive medical benefits for individuals and their families.
02 Retirement Plans
Competitive plans with contribution matching.
03 Fully Remote Work
Work from anywhere using the most up to date tools for collaboration with your clients and team.
04 Unlimited Time Off
We trust our employees to make good decisions and find the right balance between caring for their clients and caring for themselves. Plus, enjoy paid holidays throughout the year.
05 Career Growth
Learn planning and tax strategies for business owners, and get support with your career development through industry certifications and designations.
06 Training
A 90-day onboarding plan to set you up for success with your clients and with your new teammates.
Our Core Values
It’s not just what we do, but how we do it that sets us apart.
Love
Have empathy and respect for family, peers, clients, and ourselves. We’re in this together.
Growth
Be open to new ideas. Reflect. Learn. Above all, strive to be a better you.
Communication
Say what you mean and mean what you say. We respect intention, vulnerability and real connection.
Reliability
Do what you say you’ll do, when you say you’ll do it, with the highest quality every time.
Advanced Tax & Wealth Strategies
Serving Founders, Entrepreneurs &
Ultra-High-Net-Worth Families
Quick Links
Family Office Solutions
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