Employee Applicant Privacy Notice

Who we are:

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.

Who we are

We’re a next-generation fintech company on a mission to help our members achieve financial independence to realize their

ambitions—whether that’s buying a house, starting a family, or becoming debt free. We aim to be at the center of our members’

financial lives, so they can get their money right.

By joining SoFi, you’ll help shape a brighter financial future for our 1.8+ million members—using innovative, mobile-first

technology to transform an industry that hasn’t changed in decades. With offices across the United States and abroad, we’re one of

the fastest growing companies in fintech—offering the agility of a start-up with the stability of seasoned management and dynamic,

passionate employees.

Join us to invest in yourself, your career, and the financial world.

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 you’ll do:

Support members over the phone, chat, and email
Educate and assist members on margin, options and equities.
Problem solve any operational or technical issues pertaining to SoFi Invest products
Perform ongoing monitoring of member accounts with attention to detail and accuracy
Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts
Work with management and product teams to continuously improve operational processes and technical platforms to better serve

our members

Assess the member’s financial situation and goals through one-on-one inbound calls
Educate members on the benefits and value of Brokerage and Robo accounts
Work with members who would like to open an investment account to help them understand the offering, benefits, and account

opening process

Educate members on terms and processes associated with Brokerage and Robo accounts
Discuss and explain investment performance and decisions with current wealth members
Provide member’s operational support for specific investment-related questions and issues

What you’ll need:

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
Deep understanding of financial concepts
Ability to identify, meet, and follow through with client needs and requirements
Self-starter, problem-solver, and a goal-oriented team player with a ‘no job is beneath me’ attitude
Ability to work independently and perform multiple tasks efficiently
Organized with strong attention to detail
Show curiosity and confidence when dealing with clients and able to ask for help when needed
Meets evolving position objectives as defined by management
Ability to iterate, learn, and innovate
Must successfully clear FINRA fingerprint background check

Nice to have:

Experience with corporate actions
Experience with margin/investment risk
Series 4
Series 24

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the

candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SOFI PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES (EEO) TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR,

RELIGION (INCLUDING RELIGIOUS DRESS AND GROOMING PRACTICES), SEX (INCLUDING PREGNANCY, CHILDBIRTH AND RELATED MEDICAL CONDITIONS,

BREASTFEEDING, AND CONDITIONS RELATED TO BREASTFEEDING), GENDER, GENDER IDENTITY, GENDER EXPRESSION, NATIONAL ORIGIN, ANCESTRY,

AGE (40 OR OVER), PHYSICAL OR MEDICAL DISABILITY, MEDICAL CONDITION, MARITAL STATUS, REGISTERED DOMESTIC PARTNER STATUS, SEXUAL

ORIENTATION, GENETIC INFORMATION, MILITARY AND/OR VETERAN STATUS, OR ANY OTHER BASIS PROHIBITED BY APPLICABLE STATE OR FEDERAL

LAW.

THE COMPANY HIRES THE BEST QUALIFIED CANDIDATE FOR THE JOB, WITHOUT REGARD TO PROTECTED CHARACTERISTICS.

PURSUANT TO THE SAN FRANCISCO FAIR CHANCE ORDINANCE, WE WILL CONSIDER FOR EMPLOYMENT QUALIFIED APPLICANTS WITH ARREST AND

CONVICTION RECORDS.

NEW YORK APPLICANTS: NOTICE OF EMPLOYEE RIGHTS

SOFI IS COMMITTED TO AN INCLUSIVE CULTURE. AS PART OF THIS COMMITMENT, SOFI OFFERS REASONABLE ACCOMMODATIONS TO CANDIDATES WITH

PHYSICAL OR MENTAL DISABILITIES. IF YOU NEED ACCOMMODATIONS TO PARTICIPATE IN THE JOB APPLICATION OR INTERVIEW PROCESS, PLEASE LET

YOUR RECRUITER KNOW OR EMAIL ACCOMMODATIONS@SOFI.COM.

DUE TO INSURANCE COVERAGE ISSUES, WE ARE UNABLE TO ACCOMMODATE REMOTE WORK FROM HAWAII OR ALASKA AT THIS TIME.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open

roles.

Roll

Investment Specialist II

Kategori

Invest Advisors

Plats

United States

Publicerad

15 juli

Sista ansökningsdag

17 augusti

Källa

Arbetsgivarens hemsida

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Our entrepreneurial culture inspires us to try new things, be open to different viewpoints and be bold. Our Group is committed to cultivating and preserving a culture of connectedness that values difference and gives space for individual expression. The collective sum of our individual differences, life experiences, knowledge, innovation, self-expression, and talent and hard work form the bedrock of who we are and who we aspire to be. We are committed to equal employment and advancement opportunity irrespective of race, color, ancestry, social background, religion, gender, national origin, sexual orientation, age, citizenship, marital status, disability and gender identity. ABOUT US NextEnergy Group was founded in 2007 to become a leading market participant in the international solar sector. Since its inception, it has been active in the development, construction, and ownership of solar assets across multiple jurisdictions. 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As the main sponsor of this foundation, the NextEnergy Group donates at least 5% of its consolidated net profits each year. The NextEnergy Foundation has no overhead costs and therefore 100% of the funds raised go to donations for the various projects. Since 2016, in 8 years of operation the foundation has donated more than £1.2 million, supporting over 30 projects in 27 different countries around the world. Italy Pay Range €37.600—€42.500 EUR

Sista ansökan: 16 aug.Publicerad: 2 juli