The Opportunity

Join a team that’s changing financial services

Zocks is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use Zocks to turn client conversations into completed work.

We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.

Who You Are

The SHARC in the room
At Zocks, we hire for SHARC - five qualities that define how our best people work and win together.
S
Sharp
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
H
Hungry
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
A
Adaptable
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
R
Resilient
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
C
Curious
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.

Benefits

The full picture

Health

Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)

Dental: 99% covered

Guardian, $1,500 annual benefit

Vision: 99% covered

Guardian/VSP, $150 frames & contacts allowance

FSA: Zocks matches dollar-for-dollar up to $500/year

Time off

Unlimited PTO

Paid sick time

11 paid holidays

Family

Birthing parent: 12 weeks fully paid parental leave

Non-birthing parent: 6 weeks fully paid parental leave

Financial

401(k) via Guideline

Pre-tax and Roth options; low-cost Vanguard funds

Everything else

MacBook laptop + Google Workspace, Slack, and Zoom provided

Equity grant - details included as part of your offer

Growth opportunities for high performers after 6 months

Collaborative, low-ego culture with smart, kind teammates

Equal Opportunity

Zocks AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success - and we encourage all qualified people to apply.

We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.