Senior Financial Planner
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
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 members current financial situation and goals; and helping develop actionable recommendations to help them achieve their goals.
What youll do:
- Work directly with our members via videoconference phone and email
- Guide members through SoFis 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 members unique circumstances and SoFis 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 youll 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: Bachelors 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
Required Experience:
Senior IC
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
