SoFi Technologies

4 weeks ago

AI Financial Planning Analyst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Review and continuously improve AI Coach’s financial planning guidance by analyzing member chat interactions, calibrating outputs, and validating quality. Serve as an internal subject matter expert in personal financial planning, identify risks or inaccuracies, and escalate issues to partners across Ops, Product, and Compliance. Help implement chatbot intelligence enhancements, contribute to reusable solution libraries, and brainstorm new value-added features for multiple business lines.

Location: Charlotte, San Francisco, New York

Workplace: Onsite

Employment Type: Full time

Job Function: Data Science & Machine Learning

Seniority: Mid level

Key Responsibilities

•Serve as an internal subject matter expert on personal financial planning.
•Review, calibrate, and validate the quality of financial planning guidance generated by an AI Coach chat tool.
•Identify opportunities for chatbot intelligence enhancements and implement improvements.
•Recognize potential risks or inaccuracies in chat outputs and escalate to Ops, Product, or Compliance.
•Contribute to solutions libraries and brainstorm value-added features and applications across business lines.

Pay and Benefits

Salary: USD 86,400 - 162,000 annually

Key Requirements

•5+ years of client-facing experience in financial services, ideally in an advisory capacity.
•Familiarity with financial federal regulatory guidelines and the ability to identify potential risks in written communications.
•Certified Financial Planner or other financial designation.
•A bachelor’s degree in Business, Marketing, Communications, Statistics, or another quantitative field (or equivalent experience).
•Comfort with LLMs, chatbots, JIRA, and using AI tools, with strong analytical and hypothesis-driven problem-solving skills.

Experience:5+ yearsFinancial servicesAdvisoryAIChatbots

Education:Bachelor's in Business, Marketing, Communications, Statistics or other quantitative fields

Skills:CommunicationCollaborationAnalytical skillsProblem-solvingCustomer-focused empathy

Certifications:Certified Financial Planner

Languages:English

Tech Stack:LLMsChatbotsJIRAAI toolsAI Coach

Company Brief

SoFi Technologies

Industry: Neobanking

Website

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SoFi Technologies

4 weeks ago

AI Financial Planning Analyst

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Charlotte, San Francisco, New York

Workplace: Onsite

Employment Type: Full time

Job Function: Data Science & Machine Learning

Seniority: Mid level

Key Responsibilities

•Serve as an internal subject matter expert on personal financial planning.
•Review, calibrate, and validate the quality of financial planning guidance generated by an AI Coach chat tool.
•Identify opportunities for chatbot intelligence enhancements and implement improvements.
•Recognize potential risks or inaccuracies in chat outputs and escalate to Ops, Product, or Compliance.
•Contribute to solutions libraries and brainstorm value-added features and applications across business lines.

Pay and Benefits

Salary: USD 86,400 - 162,000 annually

Key Requirements

•5+ years of client-facing experience in financial services, ideally in an advisory capacity.
•Familiarity with financial federal regulatory guidelines and the ability to identify potential risks in written communications.
•Certified Financial Planner or other financial designation.
•A bachelor’s degree in Business, Marketing, Communications, Statistics, or another quantitative field (or equivalent experience).
•Comfort with LLMs, chatbots, JIRA, and using AI tools, with strong analytical and hypothesis-driven problem-solving skills.

Experience:5+ yearsFinancial servicesAdvisoryAIChatbots

Education:Bachelor's in Business, Marketing, Communications, Statistics or other quantitative fields

Skills:CommunicationCollaborationAnalytical skillsProblem-solvingCustomer-focused empathy

Certifications:Certified Financial Planner

Languages:English

Tech Stack:LLMsChatbotsJIRAAI toolsAI Coach

Company Brief

SoFi Technologies

Industry: Neobanking

Website