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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
At SoFi, we offer complimentary access to financial planners to all of our members. As a senior financial planner, you will be a salaried fiduciary focused on helping our members get their money right. This is not a sales-based role and you are not responsible for generating appointments. This role is all about understanding the member’s current financial situation and goals; and helping develop actionable recommendations to help them achieve their goals.
What you’ll do:
- Work directly with our members via videoconference, phone, and email
- Guide members through SoFi’s unique planning experience that will address everything from modular advice (i.e. best way to pay down debt) to comprehensive financial planning.
- Develop specific recommendations based on the member’s unique circumstances and SoFi’s house views on planning topics.
- Present specific recommendations to the member that includes their next best action, whether it relates to a SoFi product or not.
- Collaborate with team members to leverage member feedback and industry knowledge to refine our planning experience (we are big on continual improvement).
What you’ll need:
- 3+ years of experience of providing tailored financial recommendations to people
- Knowledge of key financial planning and investment concepts
- Member first mindset- our planners are salaried fiduciaries
- Licenses: Series 7 and 65
- Credentials: CFP® designation
- Must be computer literate with the ability to talk and type
- Great telephone skills including communicating clearly and effectively
- Ability to learn and navigate multiple systems / applications / workflows.
- Self-motivated and able to work independently
- Excellent organizational, prioritization, and time management skills
- Education: Bachelor’s degree or higher
Nice to have:
- Experience using Right Capital
- A good understanding of student loans, debt products, credit, and home buying
- Ability to give presentations to large audiences or develop written content that can communicate complex financial topics in an easy to understand manner
- Located in the Central or Western United States
What the Team is Saying
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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!
