Investment Specialist

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

Compensation and Benefits

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.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

Pay range : $60,800.00 - $114,000.00

Payment frequency : Annual

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.