The Role
Applications will be accepted on an ongoing basis until January 15th.
Location: Remote, USA
At this time, we are unable to hire in Montana, Alaska, Hawaii, Washington due to payroll and compliance limitations.
Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States.
Interview Schedule: 60-minute initial call with the hiring manager, and up to three 30-minute calls with key stakeholders of the role, followed by an offer pending references. The estimated interview time commitment is up to 4 hours. Examples of past projects or a portfolio will be required during the process.
Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.
What we offer (in addition to a competitive base salary):
● Employee equity program
● Premium Health, Dental, and Vision Insurance
● 401(k) plan
● Generous PTO
We are an equal opportunity employer and never discriminate based on race, religion, national
origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability
status. At Zocks, we value diversity and believe that it enhances our creativity, innovation, and
overall success. We encourage all qualified individuals to apply.
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The Company
What We Do
Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, data entry, tailored client emails, and more. With powerful integrations and enterprise-ready controls, Zocks turns every client conversation into structured, accurate data and insights that strengthen relationships and fuel business growth. Join thousands of advisors and firms, including Carson Group, Commonwealth, Osaic, and Ameritas, that rely on Zocks; learn more and start a free trial at zocks.io.
