Zocks
Zocks is seeking a Solution Consultant to join its Strategy department and help financial advisors automate operational work and grow their businesses using the #1 AI assistant for advisors. This role offers the opportunity to shape the product, company, and industry while working with a venture-backed team that values sharp, curious, and resilient individuals. The position is fully remote within the US and provides comprehensive benefits including health coverage, unlimited PTO, and equity grants.
Headquarters
San Francisco, California, United States
Company Size
11-50 employees
Founded
2022
Save 10+ hours a week with AI. Thousands of financial advisors & wealth managers use Zocks to automate note-taking, client emails, intake forms & more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Zocks.