Associate AI Financial Planning Analyst

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 Associate AI Financial Planning Analyst position is a unique opportunity to assist thousands of members that interact with

So Fi 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 will an aptitude for data, language, and technology.

This role requires a demonstrated passion for helping our members thrive in their financial journey.

To be successful, 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
• Review, calibrate, and validate the quality of financial planning guidance generated by
• So Fi’s

AI Coach chat tool.

• Identify opportunities for and implement chatbot intelligence enhancements.
• Recognize potential risks or inaccuracies in chat outputs and elevate 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 for successful interactions.
• Brainstorm value‑added features and applications to further leverage our available technology.
• What you need
• 3+ 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.
• FINRA Series 65 or equivalent, or ability to obtain within 90 days.
• CFP or other financial designation (nice to have).
• Comfort or familiarity with LLMs, chatbots, JIRA (nice to have).
• Bachelor's Degree in Business, Marketing, Communications, Statistics or other quantitative oriented fields—or equivalent experience (nice to have).
• 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.
• 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.

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

So Fi page.

So Fi 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.

So Fi is committed to an inclusive culture.

It 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.

Legal Statements

So Fi is committed to an inclusive culture.

If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi. com.

#J-18808-Ljbffr