Senior Financial Planner jobs in United States
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SoFi · 1 day ago

Senior Financial Planner

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
date3+ years exp

SoFi is a next-generation financial services company and national bank focused on transforming personal finance. As a Senior Financial Planner, you will provide tailored financial recommendations to members, helping them achieve their financial goals through personalized planning experiences.

CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
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H1B Sponsor Likelynote

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

Financial planning experienceSeries 7 licenseSeries 65 licenseCFP® designationInvestment concepts knowledgeRight Capital experienceTelephone communication skillsLearn systemsOrganizational skillsTime management skillsSelf-motivated

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

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SoFi is a finance company that offers a range of lending and wealth management services.
dateFounded in 2011
location
San Francisco, California, USA
people-size1001-5000 employees
web-link
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
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 Company
Total Funding
$12.25B
Key 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

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Anthony Noto
CEO
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Jeremy Rishel
Chief Technology Officer
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Recent News

Business Wire
NerdWallet Announces its 2026 Best-Of Awards Winners
2026-01-07
thefly.com
SoFi sinks after BofA resumes at Underperform post capital raise
2026-01-06
dcm.com
dcm ventures - portfolio
2025-12-31
Company data provided by crunchbase