Role Overview
SoFi is hiring a mid-level AI Financial Planning Analyst. This is a full-time role in United States. posted 4 weeks ago. Full responsibilities, required qualifications, and the apply link are listed in the description below.
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Job 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:
The AI Financial Planning Analyst position is a unique opportunity to assist thousands of members that interact with SoFi each day. We are looking for an individual with a strong blend of financial services and technology experience. Well developed communication and collaboration skills will be critical to the success of this role, as well as an aptitude for data, language, and technology.
The AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences. The AI Financial Planning Analyst is responsible for reviewing member interactions with Coach chat daily to evaluate quality and report overall performance. The candidate must consistently drive actionable solutions for member care, compliance, quality, engineering, and operations efficiency groups. This role requires a demonstrated passion for helping our members thrive in their financial journey. To be successful in this role, you’ll need a proactive, problem solving mentality, superior analytical skills, and a proven ability to deliver consistent results in a fast paced environment as a member of our team!
What you'll do:
- Serve as an internal subject matter expert on personal financial planning
- Review, calibrate, and validate the quality of financial planning guidance generated by SoFi’s AI Coach chat tool.
- 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
- Brainstorm value-added features and applications to further use our available technology
What you'll need:
- 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
- Certified Financial Planner or other financial designation
- Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields or equivalent experience
- Comfort or familiarity with LLMs, chatbots, JIRA and utilizing various AI tools
- 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
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.
About SoFi
SoFi
sofi.com
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Frequently Asked Questions
How do I apply for the AI Financial Planning Analyst position at SoFi?
Use the Apply button above to submit your application directly to SoFi. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the AI Financial Planning Analyst position at SoFi located?
This position is based in United States. SoFi has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
What does a AI Financial Planning Analyst at SoFi earn?
SoFi has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.
When was the AI Financial Planning Analyst role at SoFi posted?
This role was posted on June 24, 2026 (29 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
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