Senior Financial Planner

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