THE OPPORTUNITY

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.

WHO YOU ARE

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.

About the Role

We’re growing extremely quickly and need sharp, energetic people to fuel the top of our sales funnel. The SDR is the first point of contact for many prospects—you’ll be responsible for engaging them, sparking their curiosity, and booking meetings that lead to big opportunities. If you’re ambitious, goal-driven, and thrive on creating momentum, this role is your launchpad into a high-impact sales career at Zocks.

What You'll Do

Execute outbound prospecting through calls, emails, and social platforms.
Research target accounts and identify decision-makers.
Set qualified meetings for Account Executives.
Manage and track outreach activities in the SalesLoft and Salesforce.
Collaborate with Marketing and Sales to improve messaging and processes.
Consistently hit and exceed monthly pipeline creation targets.

What You Bring

Comfort with high daily dial volume, and an interest in using AI tools such as dialers and LinkedIn automation to work smarter
Resilient, persistent, and motivated by hitting targets.
Strong organization and follow-through across a large volume of prospects
1–2 years in sales, customer service, or related field (internships count).
FStrong communication and active listening skills.
Comfortable working in a fast-paced, evolving environment.
Familiarity with financial services or wealth management is a plus but not required. We'll teach you the industry.

BENEFITS

The full picture

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

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.

About the company

Zocks.io provides secure, AI-powered video conferencing for businesses. It offers ready-to-use and customizable meeting solutions that run in real time and include analytics, with strong data residency controls to protect where data is stored and who can access it. The product works by integrating AI analysis into video calls to generate real-time insights while enforcing data residency policies; users can tailor features to their organization's needs and pay via a subscription. What sets Zocks apart is its emphasis on privacy and data governance, pairing real-time AI analytics with strict data residency options, along with a flexible, subscription-based model for businesses. The goal is to give organizations a reliable, private, and high-performance video communication tool that combines actionable insights with strong data protection.

Company Size

201-500

Company Stage

Series B

Total Funding

$64.3M

Headquarters

San Francisco, California

Founded

2022

Get referred to Zocks

See people who can refer or advise you

Simplify's Take

What believers are saying

Zocks raised $45 million Series B on January 26, 2026, reaching $65 million total.
Cetera added Zocks for 12,000 professionals on March 31, 2026, validating enterprise demand.
Client Queries, Scheduling, and the September 2026 Advisor Intelligence plugin expand ARPU and retention.

What critics are saying

Claude, Anthropic, and platform partners own the AI layer; Zocks risks becoming replaceable middleware.
FINRA and SEC recordkeeping scrutiny turned AI notes into compliance liabilities by September 2026.
Wealthtech rivals like SEI, Conquest, and Archive Intel can bundle Zocks-style workflows quickly.

What makes Zocks unique

Zocks pairs advisor-specific workflows with Claude via MCP, launched September 30, 2026.
Zocks integrates deeply with Salesforce, eMoney, Orion, and Archive Intel, not generic meeting notes.
Zocks serves 5,000+ firms, including Hightower, Cetera, and Harborfront, since June 2026.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Company Equity
401(k) Retirement Plan
Unlimited Paid Time Off
Paid Vacation
Performance Bonus

Growth & Insights and Company News

6 month growth

1 year growth

2 year growth

Yahoo Finance

Oct 8th, 2026

TruChoice partners with Zocks to expand AI support for financial professionals.

TruChoice partners with Zocks to expand AI support for financial professionals. AI-powered workflows will help financial professionals spend less time on administration and more time serving clients SAN FRANCISCO & MINNEAPOLIS, October 08, 2026-(BUSINESS WIRE)-Zocks, the privacy-first AI platform for financial services, today announced a new relationship with TruChoice Financial Group ("TruChoice"), an AmeriLife company and leading distributor of insurance and retirement planning solutions, to support insurance and annuity professionals with AI-powered meeting and workflow assistance. TruChoice-affiliated financial professionals can now use Zocks to help streamline the path from discovery meeting to issued life policies and annuity contracts. This accelerates cycles with cleaner submissions and fewer delays, and helps free up capacity to spend more time with clients rather than on administrative work. Incomplete or inaccurate client information is a leading cause of underwriting back-and-forth and "Not In Good Order" (NIGO) delays that slow time-to-issue. Zocks decreases NIGO submissions by capturing relevant household, financial, and case details from client conversations in real time without recording, as well as from documents and emails. It turns this information into structured data that automatically fills out carrier applications, fact-finders, intake forms, and more. Zocks also automatically drafts meeting follow-ups and email replies customized to each client, reducing administrative and research work while preserving the personal relationship. If another client meeting is needed, Zocks handles the scheduling directly from the conversation, including the invite, reminders, meeting preparation, and follow-up. As a result, TruChoice financial professionals can: * Keep cases moving between client touchpoints: Automated client follow-ups and meeting scheduling can promptly address outstanding items and next steps, like exam coordination, beneficiary confirmations, and payment setup. * Eliminate manual data entry: In addition to applications and forms, client data captured in meetings, documents, and emails is automatically synced to CRM systems and other industry-specific tools. * Increase capacity without adding staff: By reducing back-and-forth, financial professionals have more capacity to pursue and close new business. * Coach new team members more effectively: Built-in performance insights rate client meetings against industry standards, providing the data to help leaders develop newer team members and scale what works. "We are excited about the opportunities that Zocks and its technology solutions offer our financial professionals and broker-dealer partners to be more impactful and efficient in their practices," said Alex Faulken, Senior Vice President of Annuity Sales at TruChoice.

The Wealth Advisor

Sep 30th, 2026

Zocks wants Claude to stop waiting for Advisors to write better prompts.

Zocks wants Claude to stop waiting for Advisors to write better prompts. September 30, 2026 Zocks has launched an Advisor Intelligence plugin for Claude that packages seven complete advisory workflows into a single installation, allowing an advisor to ask something as simple as "prep the annual review" or "what should I do next with this client" and have Claude execute a predefined analytical process across years of client conversations. The distinction matters: Zocks isn't merely giving Claude more client data. It is telling the AI exactly what work to do with it. The seven skills cover held-away asset opportunities, tax planning, next-best actions, behavioral profiling, client journeys, annual review packages and attrition risk. Each reaches into information Zocks has already extracted from meetings, including goals, concerns, life events, household dynamics and previous decisions, then applies a repeatable procedure to turn that history into analysis or finished client material. That moves the company beyond the AI meeting assistant category it helped establish. Recording a conversation, producing notes and updating a CRM eliminate administrative work after something has already happened. Zocks now wants the accumulated record of those conversations to identify what should happen next. One skill searches recent meetings for references to money held elsewhere, including old 401(k)s, inheritances and business-sale proceeds, then ranks the opportunities and identifies where previous consolidation conversations stopped. Another scans an entire client book for relationships that have gone quiet, producing a prioritized list of households at risk along with the reason each one deserves attention and a suggested way to restart the conversation. The Next Best Action skill goes further. Rather than returning everything Claude can find about a household, it identifies the single highest-value opportunity and shows three alternatives that didn't win. The behavioral skill examines how household members make financial decisions and who actually influences them, while the tax workflow looks across both immediate opportunities and strategies stretching three to five years into the future. Zocks EVP of Product Jim Hardeman sees the problem as one of capacity. Advisors accumulate enormous amounts of context about clients, but assembling everything a household has said across years of meetings and acting on it takes time firms rarely have. The plugin effectively turns that accumulated conversation history into a working memory Claude can repeatedly interrogate. The architecture is important because Zocks isn't trying to build another general-purpose AI model. Claude supplies the reasoning, Zocks supplies the client intelligence, and the skills supply the procedures. Its connector uses the Model Context Protocol to give Claude read-only access to information the advisor is already permitted to see, with access ending when the connection is removed. That also makes the launch a useful demonstration of where wealth-management AI is heading. Anthropic introduced Claude for Financial Advisors two weeks ago with connections to Schwab, BlackRock, Addepar, Envestnet, iCapital, Orion, Wealthbox and other platforms. Zocks was among the launch partners, initially supplying client conversation context to Claude's broader advisory workflows. Now Zocks is packaging its own judgment about how that context should be used. A prompt is whatever an advisor happens to think to ask on a particular day. A skill specifies which information to retrieve, how to analyze it, how to rank the results and what the finished work should contain. That makes good AI execution less dependent on whether every person at a firm happens to be good at prompting. More than 5,000 financial firms were already using Zocks as of June, including Carson, Osaic, Hightower and Kestra Financial. At that scale, the more interesting opportunity isn't saving another few minutes writing meeting notes. It is turning years of conversations scattered across thousands of households into institutional memory that can be examined consistently. The first generation of advisor AI listened to meetings so people wouldn't have to take notes. Zocks is now asking a more consequential question: once the machine remembers every conversation, what useful work should it notice that nobody remembered to ask for?

Zocks

Sep 17th, 2026

Zocks wins 2026 Wealthies award for AI Workflow Automation.

Zocks wins 2026 Wealthies award for AI Workflow Automation. Zocks won the 2026 Wealthies award for AI: Workflow Automation from WealthManagement.com. September 17, 2026 Zocks won the Artificial Intelligence: Workflow Automation award in the Technology Providers category at the 2026 Wealth Management Industry Awards (the Wealthies), presented by WealthManagement.com. Zocks was selected from 10 finalists in the category. Zocks is the #1 AI Assistant for Financial Services on G2 and supports more than 5,000 financial services firms. Winners were recognized on September 10 at a black-tie gala at Cipriani 42nd Street in New York. The Zocks team was proud to share the evening with so many of its customers and technology partners recognized as finalists and winners across dozens of categories this year. How were the Wealthies winners selected? The Wealthies, now in its 12th year, recognizes business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients. This year's program drew a record 1,392 nominations from 508 companies. Firms submitted initiatives they launched or enhanced during the previous 18 months; categories that celebrate individuals covered achievements from the same period. A panel of independent judges with industry expertise reviewed each submission for innovation, scope, and impact, then announced the finalists in June. Each judge ranked those finalists, and the weighted aggregate of those rankings determined the winner. The panel, led by David Armstrong, Director of Editorial Strategy & Operations at Informa (WealthManagement.com's parent company), included industry consultants, researchers, and editors. There was no fee to be considered. Why did Zocks win the Artificial Intelligence: Workflow Automation award? In 2025, Zocks expanded Zocks from an AI assistant focused on client meetings into a platform that automates workflows across the client lifecycle. Meetings account for a small share of the operational work at an advisory firm, so Zocks built Zocks to also support client onboarding, financial planning, document processing, ongoing client management, advisor coaching and insights, and more. Over the past year, Zocks added nearly 20 new integrations, bringing the total to more than 40 across CRM (including Wealthbox, Salesforce, and Redtail), financial planning (eMoney and RightCapital), tax (Holistiplan), estate (Wealth.com), and portfolio management (Orion). With two-way data flows, open APIs, and Zocks Model Context Protocol (MCP) launched in April 2026, Zocks fits into any tech stack, making up-to-date client data and context available wherever advisors work. See all Zocks integrations. What does Zocks automate for financial advisors? Much of an advisor's week goes to administrative work: preparing for, documenting, and following up on client meetings and conversations; answering emails; completing paperwork; and keeping systems and records up to date. Zocks automates that work by gathering context and insights from client conversations and triggering next-step workflows. It does this without recording, and firms keep full ownership and control of their data. With Zocks, financial advisors can: * Onboard clients and open accounts faster: Zocks completes intake, fact-finder, and account-opening forms using information captured in client conversations * Keep client records current: Details from meetings, emails, and documents sync automatically to CRM, financial planning, and other essential advisor tools, across hundreds of standard and custom fields * Spend less time keying in paperwork: Document Intelligence pulls data from tax returns and other documents in multiple formats - including pdfs and photos - into the right fields * Reply to clients faster: Zocks Email drafts personalized replies using a client's full conversation history and data * Find opportunities across their entire book: With Zocks Client Queries, advisors can ask plain-language questions (like which clients need to take a required minimum distribution in the next two months, or which households have kids but no 529 plan) and get a client list with suggested next-best actions to engage them Advisors who use Zocks report getting back more than 10 hours a week to reinvest in client relationships and in growing their practices. What does this mean for Zocks? This award reflects the hard work of its growing global teams as well as the support of its customers. Zocks now supports more than 5,000 financial services firms, including 7 of the 9 top mega RIAs on the 2026 Barron's list and 2 of the top 3 life insurance carriers. Zocks is grateful to WealthManagement.com and the Wealthies judges, and Zocks congratulate all of this year's honorees. Most of all, a big thank you to the advisors and firms who use Zocks every day, tell Zocks what they love (and what can be improved), and help shape what Zocks build next!

FinTech Global

Sep 1st, 2026

Archive Intel and Zocks unite on AI compliance.

Archive Intel and Zocks unite on AI compliance. September 1, 2026 Archive Intel, an AI-driven communications compliance platform built for financial institutions, has entered into a partnership with Zocks, a privacy-focused AI platform serving the financial services sector. The tie-up creates a new integration that allows information captured by Zocks' AI notetaker to be sent directly into Archive Intel's system, where it is contextually assessed, checked for language that could breach regulatory standards, and stored in a format ready for audit purposes. The move responds to SEC and FINRA rules, which classify output from AI notetakers as electronic client correspondence that firms are obliged to review and hold onto for a period of five years. Existing Archive Intel customers will be able to switch on the Zocks integration directly from within the platform, at a cost of $12 per user each month. Archive Intel positions itself as a compliance system purpose-built for firms regulated by the SEC and FINRA, bringing together archiving and supervision of client communications, AI-assisted marketing review, oversight of compliance obligations, and trade monitoring within one platform. It gathers and examines business communications spanning text messages, email, chat, social media, AI-based chat tools, AI notetakers and the web, using contextual AI to flag regulatory risks while keeping compliance staff involved in reviewing flagged material. Zocks describes itself as a privacy-first, agentic AI platform aimed at financial advisers and firms. It says its AI assistant frees up more than ten hours a week for advisers by handling routine tasks and converting client conversations, emails and documents into structured data linked to a firm's wider technology and AI setup, with the aim of speeding up plan-building and client onboarding, surfacing growth opportunities and helping firms anticipate client servicing needs. Archive Intel founder and CEO Larry Shumbres said, "Archive Intel gives Zocks users a secure way to capture, review and retain data from their AI assistant. This integration addresses that need by helping wealth management firms strengthen compliance oversight, organize critical records and reduce the risk of costly violations." Zocks co-founder and CEO Mark Gilbert said, "Managing compliance across a growing number of client communication channels is a significant challenge for wealth management firms. "By integrating with Archive Intel, we are giving firms a more efficient way to review and retain AI-generated records as part of their existing compliance workflows." Enjoying the stories? Investors. The following investor(s) were tagged in this article.

The Montreal Gazette

Aug 26th, 2026

Harbourfront Wealth advances advisor technology support with Zocks AI assistant platform.

Harbourfront Wealth advances advisor technology support with Zocks AI assistant platform. Enterprise partnership builds on Harbourfront's continuing leadership in AI and technology VANCOUVER, British Columbia & SAN FRANCISCO - Harbourfront Wealth Group ("Harbourfront Wealth"), a leading Canadian independent management firm, and Zocks, the privacy-first AI platform for financial services, today announced Zocks is available to Harbourfront Wealth's entire advisor network following a successful pilot. This also...