Investment Specialist II
SoFi(1 month ago)
About this role
The Investment Specialist at SoFi partners with members to help them build and improve their financial futures using SoFi’s investment products, including brokerage, robo-advising, crypto, and retirement accounts. The role is member-focused and supports delivering high-quality experiences while helping ensure account integrity. The specialist will also collaborate with product and operations teams to improve platforms and processes.
Required Skills
- Phone Support
- Chat Support
- Email Support
- Margin
- Options
- Equities
- Problem Solving
- Technical Support
- Operational Support
- Account Monitoring
+9 more
Qualifications
- Series 7
- Series 63
- Series 65
- Series 66
- Series 4
- Series 24
- Bachelor's Degree Preferred
- FINRA Fingerprint Check
About SoFi
sofi.comWelcome is a digital design and engineering studio that builds websites, web apps, and branded online experiences for startups and enterprises. They combine user‑centered UX/UI design, front‑end and back‑end engineering, and performance and accessibility optimization to deliver polished, responsive products. Services include product strategy, visual design, development, and ongoing support or optimization. Clients pick Welcome for fast iteration, clean typography and layouts, and developer‑friendly, measurable outcomes.
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