SoFi Wealth, Investment Advisor
As a SoFi Wealth Investment Advisor, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi Wealth and other SoFi products. This will include (among other things):
Working with customers who would like to open an investment account to help them understand the offering, benefits, and account opening process
Providing advice on specific financial wellness, goals, and questions to our members
Discussing and explaining investment performance and decisions with current wealth members
Providing member’s operational support for specific investment-related questions and issues
By joining SoFi, you’re joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
SoFi has achieved significant growth, with big plans ahead. In just the last year, we’ve more than doubled our member base (300,000 strong), doubled loan volume ($8 billion in 2016), and grown our team from under 200 people to more than 1,000. We’re preparing to go global, with expansion to Australia and Canada planned this year. And we’re well capitalized to power all this growth, having raised $1.9 billion in equity backing. But we’ll only be able to continue this growth with great talent, and that includes you.
Key responsibilities include
Support members over the phone and problem solve any operational or technical issues pertaining to SoFi Wealth products
Explain investment choices / decisions, asset allocation plans, goals and retirement projections as needed
Perform ongoing monitoring of member accounts with attention to detail and accuracy
Work with SoFi’s custodial platform as needed to open, fund, and transact in member 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 and/or web chat sessions
Work with members to develop individually tailored plans to assist them in reaching their financial goals
Provide advice to members on specific needs (e.g., buying a home, having a child)
Existing Series 65 or 66 license. Must acquire and maintain all necessary professional certifications required for the role. May be required to obtain additional certifications for advising services as applicable
College degree preferred, but a combination of education and experience may be considered in lieu of a degree
Minimum of two years of financial services experience required, preferably assisting customers in a service environment. A background in sales, finance, insurance, consumer credit or a counselor-related field is preferred
Excellent verbal and written communication, analytical and interpersonal skills, and a customer service orientation
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; we are building a division and this will take grit!
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
Strong working knowledge of Microsoft Excel and Word
Meets evolving position objectives as defined by management
CFP (or preparation for CFP)
Background in holistic / comprehensive financial planning
Experience using financial planning software (e.g., eMoney, MoneyGuidePro)
Health and Life Insurance License(s)
Credit Counseling License(s)
Catered lunches or the equivalent for employees who work in a SoFi office, a fully stocked kitchen, and onsite gym.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.
401(k) and education on retirement planning.
Tuition reimbursement on approved programs, up to $5,250 a year.
Monthly contribution to help you pay off your student loans.