Investment Specialist II

The Role

As a SoFi Investment Specialist, you will support existing SoFi members and new customers by providing product education, account assistance, and operational support across SoFi's suite of investment services.

SoFi offers Brokerage, Robo Advisor, and retirement account solutions. In this role, you will help members understand these products, navigate account processes, and access the resources they need to manage their investment accounts.

You will play an important role in delivering an exceptional member experience while maintaining accuracy, professionalism, and compliance with applicable regulatory requirements.

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 in accordance with established procedures and regulatory guidelines.

• 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 with a high level of accuracy and attention to detail.

• Collaborate with management and product teams to identify opportunities to improve processes and member experience.

• Follow established compliance procedures and maintain all required professional licenses.

What you will need

• Required FINRA licenses: One of the following combinations:

  • 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, preferably in a customer-facing or member support environment.

• 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.

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

Preferred Qualifications

• Bachelor's degree preferred; equivalent education and relevant professional experience may be considered.

• Experience supporting brokerage, investment, or wealth management accounts.

• Familiarity with investment account operations and financial services platforms.