[Remote] Certified Financial Planner, AI Analyst
Note: The job is a remote job and is open to candidates in USA. SoFi is a next-generation financial services company and national bank that is transforming personal finance through innovative technology. The AI Financial Planning Analyst role focuses on enhancing the AI Coach product by reviewing member interactions, identifying improvement opportunities, and ensuring quality in financial planning guidance.
Responsibilities
• Review, calibrate, and validate the quality of financial planning guidance generated by SoFi’s AI Coach chat feature
• Identify opportunities for and implement chatbot intelligence enhancements
• Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance)
• Contribute to solutions libraries that can be used across multiple lines of business
• Determine keywords and phrases to enable our software to recognize member intents to create successful interactions
• Brainstorm value-added features and applications to further use our available technology
Skills
• 5+ years of client-facing experience within financial services, ideally in an advisory capacity
• Familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
• Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
• Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
• Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
• Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
• Ability to act independently and proactively address problems as a self-starter
• Proven collaborative achievements in past roles
• Ability to work effectively with product development, engineers, and business team
• Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
• CFP designation is required
• FINRA S65 or ability to obtain within 90 days
• Comfort or familiarity with LLMs, chatbots, JIRA
Company Overview
• SoFi is a finance company that offers a range of lending and wealth management services. It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.sofi.com.
Company H1B Sponsorship
• SoFi has a track record of offering H1B sponsorships, with 213 in 2025, 117 in 2024, 131 in 2023, 118 in 2022, 81 in 2021, 42 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now
Responsibilities
• Review, calibrate, and validate the quality of financial planning guidance generated by SoFi’s AI Coach chat feature
• Identify opportunities for and implement chatbot intelligence enhancements
• Recognize potential risks or inaccuracies in chat outputs and escalate to appropriate internal partners (Ops, Product, Compliance)
• Contribute to solutions libraries that can be used across multiple lines of business
• Determine keywords and phrases to enable our software to recognize member intents to create successful interactions
• Brainstorm value-added features and applications to further use our available technology
Skills
• 5+ years of client-facing experience within financial services, ideally in an advisory capacity
• Familiarity with financial federal regulatory guidelines and comfort identifying potential risks in written communications
• Demonstrated strong analytical skills, adept at identifying patterns, and hypothesis-driven problem-solving
• Exceptional written and oral communication skills related to communicating to cross-functional groups across key business areas
• Positive attitude, empathy, and customer-focused communication skills are required for impact on interaction with customers
• Innovative mindset, aptitude for learning new technologies/software and dexterity to adjust to changing priorities within a dynamic business
• Ability to act independently and proactively address problems as a self-starter
• Proven collaborative achievements in past roles
• Ability to work effectively with product development, engineers, and business team
• Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
• CFP designation is required
• FINRA S65 or ability to obtain within 90 days
• Comfort or familiarity with LLMs, chatbots, JIRA
Company Overview
• SoFi is a finance company that offers a range of lending and wealth management services. It was founded in 2011, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is https://www.sofi.com.
Company H1B Sponsorship
• SoFi has a track record of offering H1B sponsorships, with 213 in 2025, 117 in 2024, 131 in 2023, 118 in 2022, 81 in 2021, 42 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now