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Investment Specialist
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- As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services.
- SoFi offers Brokerage services, Robo Advisor services, retirement accounts, and Crypto Currencies.
- Educate and assist members on margin, options, equities and crypto
- Assess the member's financial situation and goals through one-on-one inbound calls
- Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66
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