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Client-Focused Investment Specialist — Brokerage & Robo
Job in
Cottonwood Heights, Salt Lake County, Utah, USA
Listed on 2026-08-22
Listing for:
SoFi
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
SoFi is seeking an Investment Specialist to help existing and new members build and improve their financial futures using SoFi Invest products, including Brokerage, Robo Advisor, and retirement accounts.
You will educate members on margin and options, provide operational support, and collaborate with teams to enhance platforms and processes. A Series 7 with 65/66 or 7 with 65/63 is required, and candidates should have 2+ years in financial services.
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