Investment Specialist II
Core
Support members over phone, chat, and email to help them build financial futures using SoFi's investment services including Brokerage, Robo Advisor, and retirement accounts.
Role type
Investment Specialist (Client Service)
Builds
Member investment accounts and financial planning support
Domain
Financial Services / Investment Management
Deliverable
client delivery
Required skills
Margin and options knowledge, FINRA licensing (Series 7, 63, 65, or 7 & 66), account opening and funding processes, investment performance analysis, operational troubleshooting
Preferred skills
Corporate actions experience, investment risk management, Series 4 or 24 licenses
Technologies
SoFi Invest platform, custodial platforms
Responsibilities
Educate members on margin, options, and equities; solve operational/technical issues for investment products; monitor member accounts for accuracy; assist with account opening and funding; discuss investment performance and decisions; support wealth members with specific investment questions
Seniority
Mid-level, hands-on IC