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Financial Planner

Posted 15 days agoViewed

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💎 Seniority level: Senior, 3+ years

📍 Location: United States

💸 Salary: 67200.0 - 126000.0 USD per year

🔍 Industry: Financial Services

🏢 Company: SoFi👥 1001-5000💰 $750,000,000 Post-IPO Debt 10 months ago🫂 Last layoff 12 months agoFinancial ServicesWealth ManagementLife InsuranceFinTech

🗣️ Languages: English

⏳ Experience: 3+ years

Requirements:
  • 3+ years of experience providing tailored financial recommendations.
  • Knowledge of key financial planning and investment concepts.
  • Licenses: Series 7 and 65.
  • Strong communication skills, both verbal and written.
  • Self-motivated with excellent organizational and time management skills.
  • Bachelor’s degree or higher.
Responsibilities:
  • Work directly with members via videoconference, phone, and email.
  • Guide members through SoFi’s financial planning experience.
  • Develop tailored recommendations based on the member’s circumstances.
  • Present actionable next steps to members, regardless of SoFi products.
  • Collaborate with team members for continual improvement of planning services.
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