Investment Specialist II

Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66

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

Deep understanding of financial concepts

Ability to identify, meet, and follow through with client needs and requirements

Show curiosity and confidence when dealing with clients and able to ask for help when needed

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, and retirement accounts.

Educate and assist members on margin, options and equities.

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 assist members in opening, funding, and transacting in their accounts

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.