Associate Financial Planner

Who we are

SoFi is a digital personal finance company whose mission is to help its members achieve financial independence to realize their ambitions, whether that be to buy a house one day, start a family on their own terms or be debt free. We aim to be at the center of our members’ financial lives, and to help every member Get Their Money Right®. By joining SoFi, you’ll become part of a forward-thinking company that is transforming financial services by embracing technology to build innovative loan products, investment tools, and more. One of the fastest growing fintech companies, we’ve grown from 250 employees in 2015 to over 1,500 employees today, and are well on our way to reaching 1 million members. With offices across the US, we offer the excitement of a rapidly growing startup with the stability of a seasoned management team and some of the best talent around. As an employer, we strive to hire employees who are committed to both our company’s mission and our desire to build the best culture in the world. If you are driven, passionate about what you do, and excited about the SoFi mission, we would love to hear from you.

The role

At SoFi, we offer complimentary access to financial planners to all of our members. As an associate 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 paydown 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).

• Work with cross-functional partners to expand the impact of advice at SoFi by taking what you learn from our members and delivering it to countless other members via scalable content such as social media, blog posts, events, etc.

What you’ll need:

• Excellent written and verbal communication skills

• Background and experience in the financial planning industry

• Knowledge of key financial planning and investment concepts

• Member first mindset- our planners are salaried fiduciaries

• Licenses: Series 7 and 65

• Credentials: It is expected that you will pursue the CFP® designation

• Education: Bachelor’s degree or higher

Nice to have:

• Experience using Right Capital

• Ability to give presentations to large audiences or develop written content that can communicate complex financial topics in an easy to understand manner  

Why you’ll love working here

• Competitive salary packages and bonuses

• Comprehensive medical, dental, vision and life insurance benefits

• Generous vacation and holidays

• Paid parental leave for eligible employees

• 401(k) and education on retirement planning

• Tuition reimbursement on approved programs

• Monthly contribution up to $200 to help you pay off your student loans

• Great health & well-being benefits including: telehealth parental support, subsidized gym program

• Employer paid lunch program (except for remote employees)

• Fully stocked kitchen (snacks and drinks)

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.