# Investment Specialist II at SoFi

- Company: SoFi
- What the company does: Backed by IVP.
- Company website: https://www.sofi.com
- Type: Startups
- Level: Mid level
- Location: Jacksonville - FL
- Work setup: On-site
- Posted: 2026-09-01
- Apply by: 2026-10-16
- Apply: https://sofi.com/careers/job/7982599003?gh_jid=7982599003
- Page: https://www.1752.vc/careers/jobs/sofi-investment-specialist-ii/

## About the role

As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts.

## What they're looking for

- Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66
- Must maintain all necessary professional certifications required for the role
- Bachelor’s degree preferred, but a combination of education and experience may be considered in lieu of a degree
- 2+ years of financial services experience required, preferably assisting customers in a service environment
- Experience and understanding of margin and option concepts, rules and regulations
- Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset

Tags: Invest Advisors