Investment Specialist
SoFi(1 month ago)
About this role
A SoFi Investment Specialist partners with members to help them build and improve their financial futures using SoFi’s suite of investment products (brokerage, robo-advisor, crypto, and retirement accounts). The role is focused on member-facing support and advising while collaborating with product and operations teams to improve member experience. Candidates are expected to be licensed financial professionals with relevant industry experience and to clear required FINRA background screening.
Required Skills
- Phone Support
- Chat Support
- Email Support
- Investment Education
- Margin Options
- Problem Solving
- Account Monitoring
- Custodial Platform
- Process Improvement
- Financial Assessment
+2 more
Qualifications
- Series 7
- Series 63
- Series 65
- Series 66
- Bachelor's Degree Preferred
- FINRA Fingerprint Background 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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