Investment Specialist II

SoFi Technologies
United States
Full timeUSD 60,800 - 76,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsSkills: ["Customer service","Communication","Analytical skills","Interpersonal skills","Problem-solving"]

Advise SoFi members on their investment and retirement goals through brokerage, Robo Advisor, and account services. Support customers via phone, chat, and email while educating them on margin, options, equities, and account setup. Monitor member accounts, troubleshoot issues related to SoFi Invest products, and collaborate with product and operations teams to improve processes and platforms. Engage in one-on-one inbound calls to assess needs and explain performance decisions.

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FursaFursa
SoFi Technologies
SoFi Technologies
5 days ago

Investment Specialist II

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Advise SoFi members on their investment and retirement goals through brokerage, Robo Advisor, and account services. Support customers via phone, chat, and email while educating them on margin, options, equities, and account setup. Monitor member accounts, troubleshoot issues related to SoFi Invest products, and collaborate with product and operations teams to improve processes and platforms. Engage in one-on-one inbound calls to assess needs and explain performance decisions.
Location: United States
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Support members via phone, chat, and email across SoFi Invest products.
  • •Educate and assist members on margin, options, and equities, including related terms and processes.
  • •Monitor member accounts with attention to detail and accuracy.
  • •Assist members with opening, funding, and transacting in investment accounts in coordination with SoFi’s custodial platform.
  • •Assess member financial situation and goals in one-on-one inbound calls and explain investment performance and decisions.

Pay and Benefits

Salary: USD 60,800 - 76,000 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveRemote Work

Key Requirements

  • •Hold required FINRA licensing: Series 7, 63, & 65 OR Series 7 & 66.
  • •Maintain all necessary professional certifications required for the role.
  • •2+ years of financial services experience, preferably assisting customers in a service environment.
  • •Experience and understanding of margin and option concepts, rules, and regulations.
  • •Must successfully clear FINRA fingerprint background check.
Experience:2+ yearsFinancial services
Skills:Customer serviceCommunicationAnalytical skillsInterpersonal skillsProblem-solving
Licenses:FINRA fingerprint background check
Certifications:Series 7Series 63Series 65Series 66Series 4Series 24

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn