SoFi · 1 month ago
Investment Specialist II
Jacksonville, FL
Full-time
Onsite
Entry, Mid Level
2+ years expSoFi is a next-generation financial services company and national bank that is transforming personal finance through innovative technology. The Investment Specialist role involves assisting members with their investment needs, educating them on various financial products, and providing operational support for investment-related inquiries.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Support members over the phone, chat, and email
Educate and assist members on margin, options and equities
Problem solve any operational or technical issues pertaining to SoFi Invest products
Perform ongoing monitoring of member accounts with attention to detail and accuracy
Work with SoFi's custodial platform as needed to assist members in opening, funding, and transacting in their 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
Educate members on the benefits and value of Brokerage, Robo and Crypto accounts
Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process
Educate members on terms and processes associated with Brokerage, Robo and Crypto accounts
Discuss and explain investment performance and decisions with current Invest members
Provide member's operational support for specific investment-related questions and issues
Qualification
Required
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
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
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
Meets evolving position objectives as defined by management
Ability to iterate, learn, and innovate
Must successfully clear FINRA fingerprint background check
Preferred
Bachelor's degree preferred, but a combination of education and experience may be considered in lieu of a degree
Experience with corporate actions
Experience with margin/investment risk
Series 4
Series 24
Benefits
Comprehensive and competitive benefits
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
2026-01-22
2026-01-20
The Motley Fool
2026-01-17
Company data provided by crunchbase