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Financial Consultant Financial Advisor

Investment Solutions Advisor

Job in Cottonwood Heights, Salt Lake County, Utah, USA
Listing for: SoFi
Full Time position
Listed on 2025-12-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking an experienced Investment Specialist in Cottonwood Heights, Utah. You will assist clients over the phone and online to enhance their financial futures through SoFi’s comprehensive investment services. Ideal candidates have 2+ years in financial services, relevant licenses, and strong communication skills. This role promises a competitive salary and benefits, with a focus on member support and education.
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