# Zocks

> AI assistant for financial advisors

**Website:** https://zocks.com
**LinkedIn:** https://www.linkedin.com/company/zocks
**Headquarters:** San Francisco, CA
**Locations:** Arizona, California, Colorado, Connecticut, Denver, CO, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New York, NY, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Washington, Wisconsin
**Size:** 51-200
**Founded:** 2022
**Industry:** ai
**Funding:** Series B
**Work type:** remote
**Tech stack:** Onboarding, Demand Generation, Health Scoring, Salesforce, solutions architecture, JavaScript, Python, PostgreSQL, MySQL

Zocks builds a privacy-first AI platform that automates administrative tasks like meeting notes, forms, and emails for financial advisors. It captures client insights from conversations and integrates with CRM systems to streamline workflows. This enables advisors to save time, provide personalized service, and grow their business.

## Hiring in

- [Customer Support (1)](https://hotfix.jobs/companies/zocks/jobs/customer-support)
- [Sales Engineering (1)](https://hotfix.jobs/companies/zocks/jobs/sales-engineering)

## Open roles (3)

- [Senior Consultant Practice Management](https://hotfix.jobs/jobs/20363b57-1a40-4965-81ab-bcf1050feb7a) - Remote
- [Support Specialist](https://hotfix.jobs/jobs/ebdcea01-3988-4752-9dba-45a967ad456a) - Denver, CO
- [Solution Engineer](https://hotfix.jobs/jobs/cfd6f6f4-5aa3-4936-aede-4f9fb5575476) - Denver, CO

**Canonical:** https://hotfix.jobs/companies/zocks