SoFi
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco

Associate AI Financial Planning Analyst

Onsite$70,400 - $132,000/yrPosted 4 weeks ago

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Job 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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About SoFi

SoFi
New York City or Jacksonville or Greenville or Charlotte or Cottonwood Heights or San Francisco