SoFi
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco or
AI Financial Planning Analyst
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Apply to AI Financial Planning Analyst at SoFiJob details
- Location
- New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco or
- Work type
- Onsite
- Compensation
- $86,400 - $162,000/yr
- Posted
- 4 weeks ago
- Apply on
- sofi.com
About this role
5+ years client-facing financial services experience, CFP or other financial designation, Bachelor's degree (business/quant or equivalent), familiarity with financial regs, LLMs/chatbots/JIRA, strong analytical and communication skills.
What you'll do at SoFi:
- reviewing outputs
- validating guidance
- identifying risks
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