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Robo Advisor Jobs (NOW HIRING)

SoFi

Investment Specialist II

Cottonwood Heights, UT · On-site

SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you'll do: * Support members over the phone, chat, and email * Educate and assist members on margin, options and ...

ROBO

Marketing Manager

Austin, TX · On-site

$80K - $100K/yr

ROBO is founded on its 6 core values: Endless Learning, Caring is Our Superpower, Own the Problem ... to clear KPIs, and advise leadership on whether and when to bring capabilities in-house.

Human Agency

They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...

Human Agency

They're not looking for another 60/40 portfolio or a robo-advisor. They want someone who understands what's actually happening with AI, automation, and economic restructuring, and who can help them ...

Stash

Senior Product Manager, Growth

New York, NY · Hybrid

$138K - $182K/yr

Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms

Stash

Senior Product Manager, Growth

New York, NY · On-site

$138K - $182K/yr

Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms

Stash

Backend Engineer III

New York, NY · On-site

Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms

Stash

Backend Engineer III

New York, NY · Hybrid

Benzinga's 2023 Best Brokerage for Beginners and Best Robo-Advisor Awards * Qorus-Accenture's 2023 Banking Innovation Awards * USA Today and Statista's 2023 Top 500 Best Financial Advisory Firms

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Robo Advisor information

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How much do robo advisor jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for robo advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is a robo advisor?

A Robo Advisor job involves developing, managing, or improving automated investment platforms that provide financial advice using algorithms. Professionals in this role work on areas like portfolio management, risk assessment, and client experience optimization. They may be responsible for coding algorithms, analyzing financial data, or ensuring compliance with regulations. The job requires expertise in finance, technology, and data analysis.

What does a typical day look like for someone working as a robo advisor?

A typical day for a Robo Advisor involves monitoring client portfolios, analyzing market trends, and using digital platforms to adjust investment allocations as needed. You may also interact with clients through digital channels to answer questions, provide personalized recommendations, and ensure their financial goals are being met. Collaboration with product managers, software developers, and compliance teams is common to enhance advisory algorithms and address regulatory changes. The role combines both analytical and client-facing tasks, requiring adaptability and strong attention to detail.

What are the key skills and qualifications needed to thrive in the robo advisor position, and why are they important?

To thrive as a Robo Advisor, you need a solid understanding of finance, investment strategies, and data analysis, often supported by degrees in finance, economics, or computer science. Familiarity with financial planning software, automated portfolio management platforms, and relevant certifications such as CFA or CFP are commonly expected. Strong analytical thinking, customer service orientation, and the ability to explain complex concepts simply will help you excel. These skills ensure you can effectively leverage technology to provide accurate, client-focused investment advice while maintaining regulatory compliance.

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Robo Advisor jobs near you
Infographic showing various Robo Advisor job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 73% Physical, 3% Hybrid, and 24% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

Investment Specialist II

SoFi

Cottonwood Heights, UT • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

The role

As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi's suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts.

What you'll do:

  • Support members over the phone, chat, and email
  • Educate and assist members on margin, options and equities.
  • Problem solve any operational or technical issues pertaining to SoFi Invest products
  • Perform ongoing monitoring of member accounts with attention to detail and accuracy
  • Work with SoFi's custodial platform as needed to assist members in opening, funding, and transacting in their accounts
  • Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members
  • Assess the member's financial situation and goals through one-on-one inbound calls 
  • Educate members on the benefits and value of Brokerage and Robo accounts
  • Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process
  • Educate members on terms and processes associated with Brokerage and Robo accounts
  • Discuss and explain investment performance and decisions with current wealth members
  • Provide member's operational support for specific investment-related questions and issues

What you'll need:

  • Must have one of the following existing licensing combinations: Series 7 & 65 OR Series 7 & 66
  • Must maintain all necessary professional certifications required for the role
  • Bachelor's degree preferred, but a combination of education and experience may be considered in lieu of a degree
  • 2+ years of financial services experience required, preferably assisting customers in a service environment
  • Experience and understanding of margin and option concepts, rules and regulations
  • Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset
  • Deep understanding of financial concepts
  • Ability to identify, meet, and follow through with client needs and requirements
  • Self-starter, problem-solver, and a goal-oriented team player with a 'no job is beneath me' attitude
  • Ability to work independently and perform multiple tasks efficiently
  • Organized with strong attention to detail
  • Show curiosity and confidence when dealing with clients and able to ask for help when needed
  • Meets evolving position objectives as defined by management
  • Ability to iterate, learn, and innovate
  • Must successfully clear FINRA fingerprint background check

Nice to have:

  • Experience with corporate actions
  • Experience with margin/investment risk
  • Series 4
  • Series 24
  • Series 63

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