Senior Financial Planner

SoFi • San Francisco, CA

1d

About The Position

At SoFi, we offer complimentary access to financial planners to all of our members. As a senior financial planner, you will be a salaried fiduciary focused on helping our members get their money right. This is not a sales-based role and you are not responsible for generating appointments. This role is all about understanding the member’s current financial situation and goals; and helping develop actionable recommendations to help them achieve their goals. What you’ll do: 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).

Requirements

• 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

Nice To Haves

• 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

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).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1,001-5,000 employees