Financial Advisor at SoFi, Orlando, Florida

Company Overview:
SoFi is a leading financial services company that empowers people to achieve financial independence and realize their ambitions. With a focus on innovation and technology, SoFi offers a range of products and services to help individuals manage their money, invest wisely, and plan for the future.

Key Responsibilities for Financial Advisor:
- Provide personalized financial advice and guidance to clients based on their individual goals and needs.
- Develop comprehensive financial plans that encompass investments, retirement planning, insurance, and estate planning.
- Educate clients on various financial products and services offered by SoFi to help them make informed decisions.
- Monitor and review clients' financial situations regularly to ensure their plans remain aligned with their objectives.
- Collaborate with other members of the financial advisory team to deliver a holistic approach to client service.

Required Qualifications:
- Bachelor's degree in Finance, Business, Economics, or related field.
- Certified Financial Planner (CFP) designation or willingness to obtain within a specified timeframe.
- Proven experience in financial planning, wealth management, or related advisory roles.
- Strong knowledge of investment products, retirement planning strategies, and tax implications.
- Excellent communication skills with the ability to explain complex financial concepts clearly to clients.

Desired Skills:
- Series 7 and 66 licenses.
- Experience using financial planning software to create and analyze financial projections.
- Ability to build and maintain strong client relationships.
- Demonstrated track record of meeting or exceeding financial targets.
- Knowledge of current market trends and economic indicators.

Compensation & Benefits:
The annual salary range for the Financial Advisor position at SoFi in Orlando, Florida is $60,000 - $90,000, commensurate with experience and qualifications. In addition to competitive compensation, SoFi offers a comprehensive benefits package that includes health insurance, retirement savings plans, paid time off, and professional development opportunities.

How to Apply:
To apply for the Financial Advisor position at SoFi, please visit our careers page on the SoFi website and submit your resume and cover letter online. Qualified candidates will be contacted for further steps in the recruitment process. Thank you for your interest in joining the SoFi team in Orlando, Florida.