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Remote Jobs at Zocks | AI for Advisors

Find your next remote opportunity · 3 Open Positions

Zocks | AI for Advisors logo

Zocks | AI for Advisors

The Meeting Assistant for Financial Advisors.

Artificial IntelligenceFintechSaaS
WebsiteLinkedIn

The Meeting Assistant made for Financial Advisors.

Zocks captures financial details during client meetings, prepares follow-ups, and seamlessly integrates meeting notes into advisors' CRM and task managers.

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🔎 Search
🌍 Location
💵 Salary
🔑 Job Type
🚀 Experience
💻 Tech Skills
Zocks | AI for Advisors logo
42d

Recruiter

Zocks | AI for Advisors

Recruiter managing full-cycle hiring for Zocks, an AI assistant helping financial advisors automate operations and grow their businesses. Owning sourcing, interviews, ATS workflows, and offers.

View job details
🇺🇸 United States
Full-time
$90,000 - $120,000 per year
Mid Level
Senior
🎯 Recruitment
42d
Zocks | AI for Advisors logo
42d

Senior Sourcer

Zocks | AI for Advisors

Senior Sourcer building outbound pipelines for Zocks, an AI assistant helping financial advisors automate operations. Engaging passive candidates and partnering with hiring managers on search strategy.

View job details
🇺🇸 United States
Full-time
$130,000 - $165,000 per year
Senior
🎯 Recruitment
Ray
42d
Zocks | AI for Advisors logo
45d

Enterprise Account Manager

Zocks | AI for Advisors

Enterprise Account Manager owning customer onboarding, adoption, retention, and renewals. Supporting Zocks’ AI assistant platform used by financial-advisor firms.

View job details
🇺🇸 United States
Full-time
$100,000 - $110,000 per year
Junior
Mid Level
💰 Account Manager
45d

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