Senior Financial Planning Expert at SoFi

, , United States -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, AI Technologies, Compliance, Problem-Solving, Communication, Team Collaboration, Regulatory Guidelines, Customer Engagement, Product Development, Technical Translation, Self-Starter, Learning Agility, Fintech Experience, Personal Financial Management, Domain Expertise, Behavioral Guidelines

Industry

Financial Services

Description

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: We are seeking a dynamic and experienced Sr. Financial Planning expert to serve as the subject matter lead for SoFi’s AI-powered financial coach. This pivotal role will work alongside our Legal, Compliance, Engineering, Product, and Design (EPD) teams to build and refine a customer facing Gen AI product that provides personalized, actionable, and compliant financial guidance to our members. As the lead domain expert, you will be instrumental in shaping the intelligence and integrity of the SoFi Coach. Your deep expertise in financial planning will ensure the AI delivers safe and effective guidance, helping us achieve our mission to empower members to reach financial independence. What you’ll do: Serve as the primary financial planning subject matter expert on SoFi’s AI powered financial coach helping to evolve the AI from providing generic information to delivering more actionable and personalized insights. Work alongside our technology team to translate complex financial topics and regulations into requirements and AI guardrails. Establish and lead the ongoing domain-expert evaluation of AI Outputs to ensure quality, compliance, and accuracy. Partner with Legal & Compliance to create and verify the AI knowledge base and behavioral guidelines that power the SoFi Coach. ~20% of time working directly with our Members as part of SoFi’s Certified FInancal Planning team, with the goal of continued iteration for how we can make the AI experience meet our Member’s needs. What you’ll need: 10+ years of professional experience working directly as a financial advisor (e.g., Certified Financial Planner, Wealth Management). Credentials: CFP® designation Licenses: Series 7 and 65 Problem-solving skills, with the ability to interpret member questions, AI outputs, and regulatory guidelines to inform product improvements. Demonstrated experience translating complex domain knowledge to a wide-variety of stakeholders (e.g. Customers, Technical Stakeholders, Regulators) A keen ability to learn quickly and a passion for how advancements in AI can unlock meaningful opportunities for our Members Self-starter with a proven ability to move-the-ball forward while working across diverse, cross-functional teams to deliver on tight deadlines in a fast-paced environment. Nice to have: Experience working in a 0 to 1 environment building new products and/or services from the ground up Prior experience in financial technology (fintech), and Personal Financial Management offerings are a ✓++ Familiarity with AI/LLM technologies and their application in providing personalized guidance. Experience directly working with technical teams Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Responsibilities

Serve as the primary financial planning subject matter expert on SoFi’s AI-powered financial coach. Work alongside various teams to ensure the AI delivers safe and effective financial guidance to members.