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Investment Specialist II: Client-Focused Guidance
Job in
Sandy, Salt Lake County, Utah, 84092, USA
Listed on 2026-07-09
Listing for:
SoFi
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
SoFi is seeking an Investment Specialist in Sandy, Utah, to assist clients in building their financial futures with investment services. The role involves supporting customers via phone and chat, educating them on various investment products, and resolving operational issues.
Applicants should have a financial services background and possess necessary licenses. Excellent communication skills and a customer-focused mindset are essential for success in this role.
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