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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.
The role:
The AI Financial Planning Analyst position is a unique opportunity to assist thousands of members that interact with SoFi each day. We are looking for an individual with a strong blend of financial services and technology experience. Well developed communication and collaboration skills will be critical to the success of this role, as well as an aptitude for data, language, and technology.
The AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences. The AI Financial Planning Analyst is responsible for reviewing member interactions with Coach chat daily to evaluate quality and report overall performance. The candidate must consistently drive actionable solutions for member care, compliance, quality, engineering, and operations efficiency groups. This role requires a demonstrated passion for helping our members thrive in their financial journey. To be successful in this role, you’ll need a proactive, problem solving mentality, superior analytical skills, and a proven ability to deliver consistent results in a fast paced environment as a member of our team!
What you'll do:
Serve as an internal subject matter expert on personal financial planning
Review, calibrate, and validate the quality of financial planning guidance generated by SoFi’s AI Coach chat tool.
Identify opportunities for and implement chatbot intelligence enhancements
Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance)
Contribute to solutions libraries that can be used across multiple lines of business
Brainstorm value-added features and applications to further use our available technology
What you'll need:
Necessary: 5+ years of client-facing experience within financial services, ideally in an advisory capacity
Necessary: familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
Necessary: Certified Financial Planner or other financial designation
Necessary: Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
Necessary: Comfort or familiarity with LLMs, chatbots, JIRA and utilizing various AI tools
Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
Ability to act independently and proactively address problems as a self-starter
Proven collaborative achievements in past roles
Ability to work effectively with product development, engineers, and business team
Skills Required
- 5+ years client-facing experience within financial services, ideally advisory
- Familiarity with financial federal regulatory guidelines and identifying risks in written communications
- Certified Financial Planner or other financial designation
- Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative field or equivalent experience
- Comfort or familiarity with LLMs, chatbots, JIRA and utilizing various AI tools
- Strong analytical skills; pattern recognition and hypothesis-driven problem solving
- Exceptional written and oral communication skills for cross-functional collaboration
- Customer-focused communication skills, empathy, and positive attitude
- Innovative mindset and aptitude for learning new technologies and adjusting to changing priorities
- Ability to act independently and proactively as a self-starter
- Proven collaborative achievements and ability to work effectively with product, engineering, and business teams
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Benefits materials describe comprehensive medical, dental, and vision coverage with mental‑health support, EAP, and wellness programs. Feedback suggests some plans include options with 100% company‑paid premiums.
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Parental & Family Support — Parental and family supports include up to 12 weeks fully paid parental leave, fertility/adoption resources, and subsidized backup child and elder care. Pet insurance is also available.
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Leave & Time Off Breadth — Time away benefits include flexible vacation for exempt employees, generous PTO/sick time for non‑exempt staff, and paid holidays. Early‑release “SoFi Fridays” are also cited.
SoFi Insights
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
