Investment Specialist II

SoFi•Jacksonville, FL

About The Position

As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, Crypto Currency and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any 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 as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage, Robo and Crypto accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage, Robo and Crypto accounts Discuss and explain investment performance and decisions with current Invest members Provide member’s operational support for specific investment-related questions and issues

Requirements

Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66
Must maintain all necessary professional certifications required for the role
Bachelor’s degree preferred, but a combination of education and experience may be considered in lieu of a degree
2+ years of financial services experience required, preferably assisting 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 a goal-oriented team player with a ‘no job is beneath me’ attitude
Ability to work independently and perform multiple tasks efficiently
Organized with strong attention to detail
Show curiosity and confidence when dealing with clients and able to ask for help when needed
Meets evolving position objectives as defined by management
Ability to iterate, learn, and innovate
Must successfully clear FINRA fingerprint background check

Nice To Haves

Experience with corporate actions
Experience with margin/investment risk
Series 4
Series 24

Responsibilities

Support members over the phone, chat, and email
Educate and assist members on margin, options and equities.
Problem solve any 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 as needed to assist members in opening, funding, and transacting in their accounts
Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
Assess the member’s financial situation and goals through one-on-one inbound calls
Educate members on the benefits and value of Brokerage, Robo and Crypto accounts
Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process
Educate members on terms and processes associated with Brokerage, Robo and Crypto accounts
Discuss and explain investment performance and decisions with current Invest members
Provide member’s operational support for specific investment-related questions and issues