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Investment Specialist II

In Utah United States

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Investment Specialist II   

JOB TITLE:

Investment Specialist II

JOB TYPE:

Full-time

JOB LOCATION:

Cottonwood Heights Utah United States

JOB DESCRIPTION:

Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.


Together with our members, were changing the way people think about and interact with personal finance.


Were a next-generation fintech company using innovative, mobile-first technology to help our millions of members reach their goals.
The industry is going through an unprecedented transformation, and were at the forefront.
Were proud to come to work every day knowing that what we do has a direct impact on peoples lives, with our core values guiding us every step of the way.
Join us to invest in yourself, your career, and the financial world.


The role:

As a SoFi Investment Specialist II, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFis suite of investment services.
SoFi offers Brokerage services, Robo Advisor services, retirement accounts, and Crypto Currencies.


What youll do:


  • Support members over the phone, chat, and email
  • Educate and assist members on margin, options, equities and crypto
  • 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 SoFis custodial platform as needed to open, fund, and transact in member accounts
  • Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
  • Assess the members financial situation and goals through one-on-one inbound calls
  • Educate members on the benefits and value of Brokerage and Robo 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 BrokerageCrypto and Robo accounts
  • Discuss and explain investment performance and decisions with current wealth members
  • Provide members operational support for specific investment-related questions and issues


What youll need:


  • 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
  • Bachelors 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 have:


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


Compensation And Benefits

The base pay range for this role is listed below.
Final base pay offer will be determined based on individual factors such as the candidates experience, skills, and location.


To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.


The Company hires the best qualified candidate for the job, without regard to protected characteristics.


Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


New York applicants: Notice of Employee Rights

SoFi is committed to embracing diversity.
As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities.
If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.
com.


Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.


Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Position Details

POSTED:

EMPLOYMENT:

Full-time

SALARY:

114000 per year

SNAPRECRUIT ID:

S-1707363540-af11b4df6a0b085368fb02aee0bd3666

LOCATION:

Utah United States

CITY:

Cottonwood Heights

Job Origin:

jpick2

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Investment Specialist II    Apply

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Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, were changing the way people think about and interact with personal finance.

Were a next-generation fintech company using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

As a SoFi Investment Specialist II, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFis suite of investment services. SoFi offers Brokerage services, Robo Advisor services, retirement accounts, and Crypto Currencies.

What youll do:


  • Support members over the phone, chat, and email
  • Educate and assist members on margin, options, equities and crypto
  • 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 SoFis custodial platform as needed to open, fund, and transact in member accounts
  • Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
  • Assess the members financial situation and goals through one-on-one inbound calls
  • Educate members on the benefits and value of Brokerage and Robo 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 BrokerageCrypto and Robo accounts
  • Discuss and explain investment performance and decisions with current wealth members
  • Provide members operational support for specific investment-related questions and issues


What youll need:


  • 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
  • Bachelors 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 have:


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


Compensation And Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidates experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.


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