SoFi
Investment Specialist II
United States · Mid
Sponsorship not specifiedDetected 1 day ago
Customer SupportCommunication
About the role
- SoFi offers Brokerage services, Robo Advisor services, and retirement accounts.
Responsibilities
- Support members over the phone, chat, and email
- Perform ongoing monitoring of member accounts with attention to detail and accuracy
- Provide member's operational support for specific investment-related questions and issues
Requirements
- Must maintain all necessary professional certifications required for the role
- Experience and understanding of margin and option concepts, rules and regulations
- Ability to identify, meet, and follow through with client needs and requirements
- Ability to iterate, learn, and innovate
- Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66
Nice to have
- Experience with corporate actions
- Experience with margin/investment risk
- The Company hires the best qualified candidate for the job, without regard to protected characteristics.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- New York applicants: Notice of Employee Rights
- SoFi is committed to an inclusive culture.
- Internal Employees
- If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Compensation
- The base pay range for this role is listed below.
- Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
Benefits
- Educate members on the benefits and value of Brokerage and Robo accounts
- Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Company info
- We're a next-generation fintech company on a mission to help our members achieve financial independence to realize their ambitions-whether that's buying a house, starting a family, or becoming debt free. We aim to be at the center of our members' financial lives, so they can get their money right.
- By joining SoFi, you'll help shape a brighter financial future for our 1.8+ million members-using innovative, mobile-first technology to transform an industry that hasn't changed in decades. With offices across the United States and abroad, we're one of the fastest growing companies in fintech-offering the agility of a start-up with the stability of seasoned management and dynamic, passionate employees.
- Join us to invest in yourself, your career, and the financial world.
- The role
- Shape a brighter financial future with us.
- Together with our members, we're changing the way people think about and interact with personal finance.
- We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
- The industry is going through an unprecedented transformation, and we're at the forefront.
- We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way.
- As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services.
- We're a next-generation fintech company on a mission to help our members achieve financial independence to realize their ambitions-whether that's buying a house, starting a family, or becoming debt free.
- We aim to be at the center of our members' financial lives, so they can get their money right.
- By joining SoFi, you'll help shape a brighter financial future for our 1.8+ million members-using innovative, mobile-first technology to transform an industry that hasn't changed in decades.
- With offices across the United States and abroad, we're one of the fastest growing companies in fintech-offering the agility of a start-up with the stability of seasoned management and dynamic, passionate employees.
- Educate and assist members on margin, options and equities.
- Problem solve any operational or technical issues pertaining to SoFi Invest products
- Work with SoFi's custodial platform as needed to assist members in opening, funding, and transacting in their accounts
- Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
- Assess the member's financial situation and goals through one-on-one inbound calls
- Educate members on terms and processes associated with Brokerage and Robo accounts
- Discuss and explain investment performance and decisions with current wealth members
- What you'll need:
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.