Job Description
Company Overview
SoFi (Social Finance, Inc.) is a leading consumer finance platform that provides members with a full suite of financial products, including student loan refinancing, personal loans, mortgages, investing, and wealth management tools. Headquartered in San Francisco, SoFi is dedicated to helping members achieve financial independence through innovative technology, personalized guidance, and a member‑first culture. The company is expanding its member support team and is actively seeking a Personal Finance Coach Assistant to work alongside seasoned coaches in delivering tailored financial advice.
Key Responsibilities
Key Responsibilities For Personal Finance Coach Assistant
- Support senior Personal Finance Coaches in preparing client onboarding materials, financial assessment questionnaires, and progress reports.
- Conduct preliminary data collection by reviewing members’ budgeting tools, transaction histories, and credit reports under supervision.
- Assist in scheduling and confirming coaching sessions, ensuring timely follow‑up on action items and documentation.
- Maintain accurate records in the CRM system, updating client goals, milestones, and outcomes after each interaction.
- Research and curate educational resources, including articles, webinars, and budgeting templates, to complement coaching sessions.
- Help monitor member engagement metrics and prepare weekly performance summaries for the coaching team.
- Respond to routine member inquiries via chat or email, escalating complex issues to senior coaches as needed.
- Participate in continuous learning programs to stay current on personal finance trends, regulatory changes, and SoFi product offerings.
Required Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- 1–2 years of experience in customer service, financial advising support, or a related role within a fintech or financial services environment.
- Strong analytical skills with the ability to interpret basic financial data and identify patterns.
- Excellent written and verbal communication skills, with a focus on empathy and clarity.
- Proficiency in Microsoft Office Suite, especially Excel, and familiarity with CRM platforms.
- Ability to handle confidential information with discretion and professionalism.
Desired Skills
- Certification or coursework in financial planning, budgeting, or personal finance coaching.
- Experience with budgeting software such as YNAB, Mint, or Personal Capital.
- Knowledge of student loan, mortgage, and investment products.
- Strong organizational skills and the ability to manage multiple client workflows simultaneously.
- Demonstrated passion for financial education and member empowerment.
Compensation & Benefits
- Annual base salary range: $62,000 to $85,000, depending on experience and location.
- Performance‑based bonuses and quarterly incentive programs.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) plan with company match and employee stock purchase options.
- Generous paid time off, parental leave, and flexible work‑from‑home arrangements.
- Professional development stipend and access to internal learning resources.
How to Apply
Visit SoFi’s careers portal, locate the “Personal Finance Coach Assistant” posting, and submit your resume, a cover letter outlining your interest in financial coaching, and any relevant certifications. Candidates will be guided through an online assessment and interview process. SoFi is an equal opportunity employer and encourages applicants from all backgrounds to apply.
SoFi (Social Finance, Inc.) is a leading consumer finance platform that provides members with a full suite of financial products, including student loan refinancing, personal loans, mortgages, investing, and wealth management tools. Headquartered in San Francisco, SoFi is dedicated to helping members achieve financial independence through innovative technology, personalized guidance, and a member‑first culture. The company is expanding its member support team and is actively seeking a Personal Finance Coach Assistant to work alongside seasoned coaches in delivering tailored financial advice.
Key Responsibilities
Key Responsibilities For Personal Finance Coach Assistant
- Support senior Personal Finance Coaches in preparing client onboarding materials, financial assessment questionnaires, and progress reports.
- Conduct preliminary data collection by reviewing members’ budgeting tools, transaction histories, and credit reports under supervision.
- Assist in scheduling and confirming coaching sessions, ensuring timely follow‑up on action items and documentation.
- Maintain accurate records in the CRM system, updating client goals, milestones, and outcomes after each interaction.
- Research and curate educational resources, including articles, webinars, and budgeting templates, to complement coaching sessions.
- Help monitor member engagement metrics and prepare weekly performance summaries for the coaching team.
- Respond to routine member inquiries via chat or email, escalating complex issues to senior coaches as needed.
- Participate in continuous learning programs to stay current on personal finance trends, regulatory changes, and SoFi product offerings.
Required Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- 1–2 years of experience in customer service, financial advising support, or a related role within a fintech or financial services environment.
- Strong analytical skills with the ability to interpret basic financial data and identify patterns.
- Excellent written and verbal communication skills, with a focus on empathy and clarity.
- Proficiency in Microsoft Office Suite, especially Excel, and familiarity with CRM platforms.
- Ability to handle confidential information with discretion and professionalism.
Desired Skills
- Certification or coursework in financial planning, budgeting, or personal finance coaching.
- Experience with budgeting software such as YNAB, Mint, or Personal Capital.
- Knowledge of student loan, mortgage, and investment products.
- Strong organizational skills and the ability to manage multiple client workflows simultaneously.
- Demonstrated passion for financial education and member empowerment.
Compensation & Benefits
- Annual base salary range: $62,000 to $85,000, depending on experience and location.
- Performance‑based bonuses and quarterly incentive programs.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) plan with company match and employee stock purchase options.
- Generous paid time off, parental leave, and flexible work‑from‑home arrangements.
- Professional development stipend and access to internal learning resources.
How to Apply
Visit SoFi’s careers portal, locate the “Personal Finance Coach Assistant” posting, and submit your resume, a cover letter outlining your interest in financial coaching, and any relevant certifications. Candidates will be guided through an online assessment and interview process. SoFi is an equal opportunity employer and encourages applicants from all backgrounds to apply.
Required Skills
- Personal
- Finance
- Coach
- Assistant