SoFi · 23 hours ago
AI Financial Planning Analyst
United States
Full-time
Remote
Mid Level
$86K/yr - $162K/yr
3+ years expSoFi is a next-generation financial services company and national bank committed to transforming personal finance. The AI Financial Planning Analyst will assist members by reviewing AI-generated financial planning guidance, implementing chatbot enhancements, and ensuring quality interactions to improve member experiences.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Review, calibrate, and validate the quality of financial planning guidance generated by SoFi’s AI Coach chat feature
Identify opportunities for and implement chatbot intelligence enhancements
Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance)
Contribute to solutions libraries that can be used across multiple lines of business
Determine keywords and phrases to enable our software to recognize member intents to create successful interactions
Brainstorm value-added features and applications to further use our available technology
Qualification
Required
3+ years of client-facing experience within financial services, ideally in an advisory capacity
Familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
Ability to act independently and proactively address problems as a self-starter
Proven collaborative achievements in past roles
Ability to work effectively with product development, engineers, and business team
Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
Preferred
S65 or CFP designation
Comfort or familiarity with LLMs, chatbots, JIRA
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
2026-02-03
2026-02-03
Company data provided by crunchbase