Backed by IVP.
About the role
As a SoFi Investment Specialist, you will support existing SoFi members and new customers by providing product education, account assistance, and operational support across SoFi's suite of investment services. SoFi offers Brokerage, Robo Advisor, and retirement account solutions. In this role, you will help members understand these products, navigate account processes, and access the resources they need to manage their investment accounts. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Series 7, Series 63, and Series 65, OR Series 7 and Series 66
- All required licenses must be active and maintained throughout employment
- Previous experience in financial services, preferably in a customer-facing or member support environment
- Knowledge of investment products and financial concepts, including equities, options, and margin
- Strong verbal and written communication skills
More about this role
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
As a SoFi Investment Specialist, you will support existing SoFi members and new customers by providing product education, account assistance, and operational support across SoFi's suite of investment services.
SoFi offers Brokerage, Robo Advisor, and retirement account solutions. In this role, you will help members understand these products, navigate account processes, and access the resources they need to manage their investment accounts.
You will play an important role in delivering an exceptional member experience while maintaining accuracy, professionalism, and...
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