Financial Planner @ SoFi | Jobright.ai
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SoFi · 21 hours ago

Financial Planner

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Insider Connection @SoFi

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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 Literacy

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

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
2023 (96)
2022 (121)
2021 (94)
2020 (41)

Funding

Current Stage
Public Company
Total Funding
$4.85B
Key Investors
Qatar Investment AuthoritySilver LakeSoftBank
2024-03-05Post Ipo Debt· $750M
2021-06-01IPO
2021-01-07Series Unknown· $369.84M

Leadership Team

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Anthony Noto
CEO
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Jeremy Rishel
Chief Technology Officer
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Company data provided by crunchbase
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