Solution Consultant

About the company

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.

Requirements

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.

What we offer

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

Other

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.