98 applicants

Company

SoFi · 2 days ago

Senior Financial Planner

United States

Full-time

Remote

Mid, Senior Level

$83K/yr - $156K/yr

3+ years exp

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Responsibilities

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).

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningInvestment ConceptsSeries 7 LicenseSeries 65 LicenseCFP® DesignationRight CapitalStudent Loans KnowledgeDebt Products KnowledgeCredit KnowledgeHome Buying KnowledgeComputer LiteracyTime Management Skills

Required

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

Preferred

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

Company

SoFi

Glassdoor

3.6

SoFi is a finance company that offers a range of lending and wealth management services.

Founded in 2011

San Francisco, California, USA

1001-5000 employees

https://www.sofi.com/

H1B Sponsorship

SoFi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2023 (96)

2022 (121)

2021 (94)

2020 (41)