Investment Specialist II

SoFi

Cottonwoods Heights - Utah
Onsite
Posted 2026-10-28

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564 open investment roles across 51 companies are on ApplySarthi right now, most of them in Hyderabad (22), Bengaluru (13), Mumbai (8).

What investment roles keep asking for: Excel (29%), Accounting (19%), Stakeholder management (15%) — counted across their open postings here.

SoFi has 63 open roles listed here.

Counted across 14 company job boards, updated as roles open and close.

Preparing for this interview

Interviews for investment roles keep coming back to Excel, Accounting, Stakeholder management. Practise those questions 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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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

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

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Listed on greenhouse · posted 2026-10-28. ApplySarthi collects openings and links to application pages; the role is advertised by SoFi, not by us.