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SoFi
Employee Applicant Privacy Notice
Who we are:
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. Join us to invest in yourself, your career, and the financial world.
The role:
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. SoFi offers Brokerage services, Robo Advisor services, retirement accounts, and Crypto Currencies.
What you’ll do:
Support members over the phone, chat, and email
Educate and assist members on margin, options, equities and crypto
Problem solve any operational or technical issues pertaining to SoFi Invest products
Perform ongoing monitoring of member accounts with attention to detail and accuracy
Work with SoFi’s custodial platform as needed to open, fund, and transact in member 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 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
Educate members on terms and processes associated with BrokerageCrypto and Robo accounts
Discuss and explain investment performance and decisions with current wealth members
Provide member’s operational support for specific investment-related questions and issues
What you’ll need:
Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66
Must maintain all necessary professional certifications required for the role
Bachelor’s degree preferred, but a combination of education and experience may be considered in lieu of a degree
2+ years of financial services experience required, preferably assisting customers in a service environment
Experience and understanding of margin and option concepts, rules and regulations
Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset
Deep understanding of financial concepts
Ability to identify, meet, and follow through with client needs and requirements
Self-starter, problem-solver, and a goal-oriented team player with a ‘no job is beneath me’ attitude
Ability to work independently and perform multiple tasks efficiently
Organized with strong attention to detail
Show curiosity and confidence when dealing with clients and able to ask for help when needed
Meets evolving position objectives as defined by management
Ability to iterate, learn, and innovate
Must successfully clear FINRA fingerprint background check
Nice to have:
Experience with corporate actions
Experience with margin/investment risk
Series 4
Series 24