PitchMeAI Jobs
SoFi

Investment Specialist II

SoFi · Jacksonville - FL

Posted 15 days ago

or apply directly on SoFi's site. We never take the application ourselves.

Is this posting real?

This role has been open
15 days
SoFi's roles stay open a median of 33 days
Reposted
No
Salary listed
No
7% of SoFi's roles list one
Ghost-job risk at SoFi
high
23 stale, 5 reposted of 61 open
Hiring momentum
122 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from SoFi's own greenhouse board since 2026-08-03. Full hiring picture for SoFi.

About this role

As an Investment Specialist II at SoFi, you will engage with existing members and new customers to enhance their financial futures through SoFi's investment services. Your day-to-day tasks will include supporting members via phone, chat, and email, educating them on investment options, and resolving operational issues related to investment accounts. You will also monitor member accounts and collaborate with management to improve processes and services.

Our read on this posting2.6out of 5
benefits
1/5
freshness
4/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of SoFi as an employer.

What you need

  • 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
  • 2+ years of financial services experience required, preferably assisting customers in a service environment
  • Experience and understanding of margin and option concepts, rules and regulations
  • Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset
  • Deep understanding of financial concepts

Nice to have

  • Experience with corporate actions
  • Experience with margin/investment risk
  • Series 4
  • Series 24

Worth weighing

  • No specific salary listed, only a base pay range mentioned
  • Role involves significant customer interaction and support, which may not appeal to all candidates
  • Must clear a FINRA fingerprint background check, which may be a concern for some applicants

Summarised from SoFi's posting. Read the full original.

Listed by SoFi on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

More roles at SoFi

All 61 open roles at SoFi →