Senior Consultant, Financial Services Practice Management

Apply by Aug 15 | $150,000-$170,000 base + equity 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.