Investment Specialist II

About This Role

Key ResponsibilitiesAI-extracted

• 1
  Support members over the phone, chat, and email to help them build and improve their financial futures
• 2
  Educate and assist members on margin, options, and equities
• 3
  Problem-solve any operational or technical issues pertaining to SoFi Invest products
• 4
  Perform ongoing monitoring of member accounts with attention to detail and accuracy
• 5
  Assess the member's financial situation and goals through one-on-one inbound calls

RequirementsAI-extracted

• 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
• Typically: experience with financial software and technology

Perks & BenefitsAI-extracted