Investment Specialist II — Build Clients’ Financial Futures
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Sales, Financial Analyst, Financial Services
SoFi is seeking an Investment Specialist to assist members in building their financial futures through investment services. The role includes educating members on various investment products and providing operational support via phone, chat, and emails.
Ideal candidates will possess strong communication skills and a financial services background, with necessary licensing. SoFi offers competitive salaries, bonuses, and extensive benefits to foster employee well-being.
We are currently recruiting a Investment Specialist II — Build Clients’ Financial Futures for our team in Jacksonville, FL, United States.
We would love to welcome a new Investment Specialist II — Build Clients’ Financial Futures to our group in Jacksonville, FL, United States.
For the Investment Specialist II — Build Clients’ Financial Futures position at SoFi, we are reviewing applications now.
Step into the Investment Specialist II — Build Clients’ Financial Futures role at SoFi in Jacksonville, FL, United States and grow with us.
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