Investment Services Advisor

SoFi; Cottonwood Heights (UT); Vor Ort; USD 85.000 - 110.000; Vollzeit

Zusammenfassung

SoFi is seeking an Investment Specialist to support existing members and new customers in building and improving their financial futures through SoFi Invest services, including Brokerage and Robo accounts. The role involves assisting via phone, chat, and email, educating on margin, options, and equities, and solving operational issues with a strong emphasis on accuracy and customer service.

The candidate should have relevant FINRA licenses, 2+ years in financial services, and excellent

Qualifikationen

• Must have one of the following licensing combos: Series 7, 63, & 65 OR Series 7 & 66.
• 2+ years of financial services experience required, preferably helping customers in a service environment.
• Experience and understanding of margin and option concepts, rules and regulations.
• Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset.
• Deep understanding of financial concepts
• Ability to identify, meet, and follow through with client needs and requirements.
• Self-starter, problem-solver, and goal-oriented team player with a “no job is beneath me” attitude.
• Must successfully clear FINRA fingerprint background check.

Aufgaben

• Support members over the phone, chat, and email
• Educate and assist members on margin, options and equities.
• Problem solve operational or technical issues pertaining to SoFi Invest products
• Perform ongoing monitoring of member accounts with attention to detail and accuracy
• Work with SoFi’s custodial platform to assist members with opening, funding, and transacting in their accounts
• Collaborate with management and product teams to improve processes and platforms for members
• Assess member’s financial situation and goals through inbound calls
• Educate members on benefits of Brokerage and Robo accounts
• Assist members in understanding offering and account opening process
• Explain investment performance and decisions to wealth members
• Provide operational support for investment-related questions and issues

Kenntnisse

Series 7

Series 63

Series 65

Series 66

Ausbildung

Bachelor’s degree

Jobbeschreibung

SoFi is seeking an Investment Specialist to support existing members and new customers in building and improving their financial futures through SoFi Invest services, including Brokerage and Robo accounts. The role involves assisting via phone, chat, and email, educating on margin, options, and equities, and solving operational issues with a strong emphasis on accuracy and customer service.

The candidate should have relevant FINRA licenses, 2+ years in financial services, and excellent