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.
- 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.
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