SoFi
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
Associate AI Financial Planning Analyst
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Apply to Associate AI Financial Planning Analyst at SoFiJob details
- Location
- New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco
- Work type
- Onsite
- Compensation
- $70,400 - $132,000/yr
- Posted
- 4 weeks ago
- Apply on
- sofi.com
About this role
3+ years client-facing financial services experience, familiarity with federal financial regulations, Series 65 (or ability to obtain within 90 days); strong analytical and communication skills; comfort with LLMs and chatbots is a plus.
What you'll do at SoFi:
- reviewing guidance
- improving chatbot
- escalating risks
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