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Investment Specialist II

SoFi
Location
Jacksonville - FL
Posted
19 days ago
Department
Invest Advisors
What they actually want (must-haves)
  • 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
  • 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
Nice to have
  • Experience with corporate actions
  • Experience with margin/investment risk
  • Series 4
  • Series 24
What the job really is

As an Investment Specialist II at SoFi, you will engage with existing members and new customers to enhance their financial futures through SoFi's investment services. Your day-to-day tasks will include supporting members via phone, chat, and email, educating them on investment options, and resolving operational issues related to investment accounts. You will also monitor member accounts and collaborate with management to improve processes and services.

Things to weigh
  • No specific salary listed, only a base pay range mentioned
  • Role involves significant customer interaction and support, which may not appeal to all candidates
  • Must clear a FINRA fingerprint background check, which may be a concern for some applicants
Job score2.6/5
Benefits1/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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