Senior Financial Planner

3 days ago

San Francisco, California, United States SoFi Full time

The role

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).

What you'll need:

  • 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 have:

  • 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
  • Located in the Central or Western United States

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