The role. At SoFi, we offer complimentary access to financial planners to all of our members. As a senior financial planner, you will be a salaried fiduciary focused on helping our members get their money right. This is not a sales-based role and you are not responsible for generating appointments. This role is all about understanding the member’s current financial situation and goals. and helping develop actionable recommendations to help them a...
Job Description. Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them. Responsibilities. Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals. Build and implement iterative financial plans and wealth strategies. Maintain an in-depth understandi...
Employee Applicant Privacy Notice. Who we are. Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We...
