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Remote Jobs at Zocks | AI for Advisors

Find your next remote opportunity · 1 Open Position

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
47d

Senior Consultant, Practice Management

Zocks | AI for Advisors

Senior Consultant responsible for aligning Zocks AI with firm-level initiatives in financial services. Consulting on strategic goals and creating best practice content for broker-dealers and RIAs.

View job details
🇺🇸 United States
Full-time
$130,000 - $170,000 per year
Senior
💼 Consultant
47d

No more jobs available.