Investment Specialist II

The role

You will support existing and new members by providing product education, account assistance, and operational support for investment services. This includes helping members understand Brokerage, Robo Advisor, and retirement account solutions.

What you will do

• Provide member support through inbound phone calls, chat, and email.
• Educate members about SoFi Invest products including Brokerage, Robo Advisor, and retirement accounts.
• Assist members with product-related questions involving equities, options, and margin.
• Troubleshoot operational and technical issues related to SoFi Invest products and services.
• Support members with account opening, funding, transactions, and general account maintenance.
• Explain investment account features, processes, terminology, and available services.
• Provide information about account activity and investment performance.
• Help members understand the features and differences between Brokerage and Robo Advisor accounts.
• Identify member needs and provide accurate information about available products and services.
• Monitor account activity and complete operational tasks.

Required qualifications

• Series 7, Series 63, and Series 65; OR Series 7 and Series 66.
• All required licenses must be active and maintained throughout employment.
• Previous experience in financial services.
• Knowledge of investment products and financial concepts, including equities, options, and margin.
• Strong verbal and written communication skills.
• Excellent analytical, problem-solving, and interpersonal skills.
• Strong attention to detail and ability to manage multiple tasks efficiently.
• Ability to understand member needs and provide accurate, timely support.
• Self-motivated, organized, and comfortable working independently and collaboratively.
• Curiosity, adaptability, and willingness to learn in a fast-paced environment.
• A customer-first mindset and commitment to delivering an excellent member experience.

Nice to have

• Bachelor's degree
• Experience supporting brokerage, investment, or wealth management accounts.
• Familiarity with investment account operations and financial services platforms.

Before you apply

• Must successfully complete the required FINRA fingerprint-based background check.

About the company

SoFi is a next-generation financial services company and national bank using innovative, mobile-first technology to help members reach their goals.