ApplySarthiInvestment Specialist II
SoFi
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This role on the market
608 open investment roles across 37 companies are on ApplySarthi right now, most of them in Bengaluru (27), Hyderabad (18), Mumbai (12).
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SoFi has 55 open roles listed here.
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Counted across 14 company job boards, updated as roles open and close.
Preparing for this interview
608 open investment roles are hiring right now across 37 companies, mostly in Bengaluru — so the questions repeat. Practise them before you sit with SoFi.
Questions you are likely to be asked
- Why do you want to join SoFi?
- Tell me about a time you disagreed with your manager. What happened?
- Where do you want to be in three years?
- What is a weakness you are working on, and how?
- Tell me about yourself, and why this role is the right next step.
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Practise the Investment Specialist II at SoFi interview free →Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts.
What you’ll do:
- Support members over the phone, chat, and email
- Educate and assist members on margin, options and equities.
- Problem solve any operational or technical issues pertaining to SoFi Invest products
- Perform ongoing monitoring of member accounts with attention to detail and accuracy
- Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts
- Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
- Assess the member’s financial situation and goals through one-on-one inbound calls
- Educate members on the benefits and value of Brokerage and Robo accounts
- Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process
- Educate members on terms and processes associated with Brokerage and Robo accounts
- Discuss and explain investment performance and decisions with current wealth members
- Provide member’s operational support for specific investment-related questions and issues
What you’ll 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
- Bachelor’s degree preferred, but a combination of education and experience may be considered in lieu of a degree
- 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
- Ability to identify, meet, and follow through with client needs and requirements
- Self-starter, problem-solver, and a goal-oriented team player with a ‘no job is beneath me’ attitude
- Ability to work independently and perform multiple tasks efficiently
- Organized with strong attention to detail
- Show curiosity and confidence when dealing with clients and able to ask for help when needed
- Meets evolving position objectives as defined by management
- Ability to iterate, learn, and innovate
- Must successfully clear FINRA fingerprint background check
Nice to have:
- Experience with corporate actions
- Experience with margin/investment risk
- Series 4
- Series 24
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Listed on greenhouse · posted 2026-09-01. ApplySarthi collects openings and links to application pages; the role is advertised by SoFi, not by us.