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AI Financial Planning Analyst — Member Guidance Innovator

Job in Cottonwood Heights, Salt Lake County, Utah, USA
Listing for: SoFi
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services company is seeking an AI Financial Planning Analyst in Cottonwood Heights, UT. This role involves improving the AI Coach product by reviewing interactions, identifying enhancements, and ensuring quality in financial advice provided through technology. Candidates should have strong analytical, communication, and client-facing skills. A Bachelor's Degree in a relevant field is required. The company offers competitive compensation and a focus on personal growth.
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