SoFi Invest is a great place to work - Investment Specialist SoFi Employee Review

5.0
Oct 16, 2025
Recommend
CEO approval
Business outlook

Pros

Higher starting salary than a lot of firms. Managers are very open, fair, not cut throat, and available to talk to, and they don't have physical individual offices with their door closed all the time, but rather, are right there on the floor and accessible. Annual Bonuses that aren't hard to earn. Fast-growing organization with opportunities to advance, along with new roles opening up in the future, with all of this fast growth, so it's not a dead-end job by any means. Employee stock purchase plan that's very good.

Cons

The technology at SoFi Invest is a little slow, and several systems to get things accomplished. The firm doesn't own its own clearing firm yet, so lots of Apex Clearing policies/procedures to learn, and SoFi doesn't have a company match on their 401k. Other than that, no other cons to speak of.

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2.0
Jun 6, 2026
Recommend
CEO approval
Business outlook

Pros

You are only required to work from the office 1 day of the week and the rest from home. The Benefit package is great. The company has free snacks, fruits and drinks at the office and it provides the employees with lunch at least once a month while at the office.

Cons

You are literately a modern day slave with low pay and a tone of work. After a few months you have to get upskilled (more work) without any additional compensation. You are constantly evaluated: First call resolution is huge, the goal is for the member not to have to call back in at least a week. The company wants the call to last less than 5 minutes (or you get dinged). The company wants the members to respond to the surveys and if they don't it counts against you. if you go on chats, you will have to serve maneuver between two different once at the same time. You ONLY get a 30 minute lunch break and two 15 minute breaks. It is difficult to go to the restroom because while on the phones there is NO actual bathroom disposition and so you will get dinged and if it takes you longer than 5 minutes you get a message from intrudium informing you that you are out of adherence. The technology is the worse I have ever had to work with. It uses a program called Zscaler that is constantly disconnecting and when it does, it interrupts all of the other programs that are required to work with, in which case you have to inform WFM that you are having tech issues either by telephone or by sending a Workflow and hope it gets approved. While in training you are informed that you will only get paid up to 1 hr while having a tech issue. Workflows are huge and used for everything, including if you are suppose to clock out for the day but you are still on a call and it makes you go over 5 minutes (or you get dinged). Putting in for PTO or Sick Time is also not easy either, it's all about the companies needs so, hopefully you will get approved or maybe not. H.R. is only there a bit while you are hired and of course if you are let go but other than that, not sure what they do because there is no real connection.

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SoFi Response
2d
Hi there, thank you for leaving a review. We're sorry your experience didn't match your expectations and encourage you to reach out to glassdoor@sofi.org to discuss your review in more detail.
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