Investment Specialist II

SoFi·Jacksonville, Florida, United States·Posted 28 October 2026

Apply with a tailored CV View on SoFi's site

About the role

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’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role As a SoFi Investment Specialist, you will support existing SoFi members and new customers by providing product education, account assistance, and operational support across SoFi's suite of investment services. SoFi offers Brokerage, Robo Advisor, and retirement account solutions. In this role, you will help members understand these products, navigate account processes, and access the resources they need to manage their investment accounts. You will play an important role in delivering an exceptional member…

This is a summary of the advert. The full description and the application are on SoFi's careers site.

Apply faster with Prepper

A version of your CV tailored to this Investment Specialist II role.
A cover letter written from your CV and this advert.
Prepper can fill in SoFi's application form and send it once you approve.
The application saved in your tracker, with reminders to follow up.

Start free

More roles at SoFi

Prepper is independent and not affiliated with SoFi. Roles are listed from the employer's public careers system and removed when they close.