Senior Financial Planner
SoFi(27 days ago)
About this role
The Senior Financial Planner at SoFi is a salaried fiduciary who provides personalized financial guidance to members to help them reach their goals. This non-sales role focuses on assessing members' financial situations and delivering actionable recommendations. The planner engages with members primarily via virtual channels and contributes to improving SoFi's planning experience.
Required Skills
- Financial Planning
- Member Communication
- Virtual Meetings
- Recommendations
- Presentation
- Collaboration
- Technical Literacy
- Phone Support
- Systems Navigation
- Time Management
+2 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 65
- CFP®
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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