As a SoFi Financial Planner you will be the most direct connection point with our Members. You will use your professional expertise and SoFi’s best practices around advice to help Members make the right financial decisions and identify the appropriate products to support their needs. You will be the most important creator of our customer experience; showcasing the company and helping Members live their best financial lives.
Additionally, you will be a subject matter expert helping SoFi continue to evolve and refine how we engage Members across both digital and offline platforms.
By joining SoFi, you're joining a new kind of finance company based around speed, transparency, and alignment with our members’ interests. Our goal is to be the center of our members’ financial lives. We created student loan refinancing, addressing the biggest financial challenge this new generation has through a new approach to lending. We expanded into other types of loans, and then into insurance and wealth management with similarly inventive products. As the company has grown, we’ve been able to help more people with these tools.
SoFi has achieved significant growth, with big plans ahead. In just the last year, we've more than doubled our member base (400,000 strong), hit a huge milestone of loaning $25B to our members, and grown our team from under 200 people to more than 1,250. We're preparing to go global, with expansion to Australia and Canada planned this year. And we're well capitalized to power all this growth, having raised $1.9 billion in equity backing. But we'll only be able to continue this growth with great talent, and that includes you.
Enthusiastically and professionally coach and guide clients through financial decisions.
Work directly with clients via phone and email to provide support.
Periodically attend SoFi Community events as subject matter expert, engaging with Members in person
Provide personalized coaching as Members’ progress or experience life’s setbacks.
Manage and support client relationships to help drive motivation and financial progress.
Act as accountability expert and coach clients to change their financial behaviors so they can achieve the goals
Accurately build and deliver personalized financial plans to clients ensuring clients receive an exceptional quality product and an amazing customer experience.
Using exceptional organization skills to manage time ensuring schedule compliance to efficiently manage time to support and respond to customer’s inquiries
Each month planner calls, emails and financial plans are reviewed and scored for quality based on the quality of delivered financial advice, customer satisfaction survey scores (NPS), timely response of plan delivery, timely response to client emails and consistency of quarterly client check-ins,
Planners are expected to assist with the progress and development of our proprietary planning process.
Planners are encouraged to participate in internal professional development training opportunities and external continuing education opportunities.
Bachelor’s degree required, preferably financial services related
Minimum of 3+ years of professional work experience in delivering financial and planning advice to customers
Meals provided during work, a fully stocked kitchen, and subsidized gym membership.
Competitive salary packages and bonuses.
A flexible vacation policy allows you to truly relax and reboot.
Comprehensive health, vision, dental, and life insurance as well as disability benefits.
100% of health, vision, and dental premiums paid by SoFI for employees and their dependents.
401(k) and education on retirement planning. ?
Tuition reimbursement on approved programs, up to $5,250 a year.
Monthly contribution to help you pay off your student loans.
Additional Salary Information: We are looking for planners to provide our customer base advice planning recommendations. Compensation is comprised of a healthy base salary, bonus (based on customer satisfaction survey scores) and stock options.
SoFi is a new kind of finance company taking a radical approach to lending and wealth management. From unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. Whether they’re looking to buy a home, save money on student loans, ascend in their careers, or invest in the future, the SoFi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result.