Job Description

About Zoe

Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a total of $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. In addition, former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are part of the cap table.

Its accolades include Nerdwallet's 2022, 2023, and 2024 Best Online Financial Advisor, Morningstar's Fintech Startup of the Year 2019, ThinkAdvisor Luminaries' 2024 Industry Disruption Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product.

The New York-based company has a strong leadership team with over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogota, Colombia.

About the Role

As a sales representative at Zoe Financial, your primary responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in our network.

By joining Zoe, you'll play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.

Location: NYC (Work 5 days a week in Midtown office).

Reports to: Director of Client Services.

Level: Executive.

We're excited about you because…

You're passionate about delivering a superior client experience.

You're a motivated, high-energy self-starter who gets excited about picking up builds and making an impact.

You're unabashedly curious and insanely helpful, with a high level of interest in optimizing features, processes, and procedures.

You have a high level of attention to detail and organizational skills. 

You have exceptional interpersonal and communication skills, working with cross-functional teams.

You'll love working at Zoe because we...

• Are a successful, well-funded, fast-growing company with a start-up work vibe.
• Are passionate about our clients and live/breathe the client experience.
• We hire A players. So you will be surrounded by the ‘Navy Seals' of their craft that will push you to improve
• Are a technologically and data-driven business.
• Offer competitive salaries and equity.
• Are at the forefront of tech & finance, redefining personal finance.
• Believe in autonomy & take the initiative.

Responsibilities: 

• Conducting personalized conversations to assess client needs.
• Ensuring clients understand the benefits of working with a fiduciary advisor.
• Providing a seamless, professional, and trust-building experience.

Requirements:

• 2-5 years of experience in sales
• Bachelor's Degree
• Strong understanding of investment products, financial markets, and account management processes.
• Ability to thrive in a fast-paced, dynamic environment.
• Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
• Self-motivator with a collaborative spirit
• Flexibility in adapting to new technologies and environments
• Want to work in an office environment, alongside Zoe's Leadership Team.

Benefits:

• Compensation includes a competitive base salary and bonuses.
• Healthcare, Dental & Vision Coverage.
• Commuting & Gym benefits.
• 401(K).
• Opportunity to shape the culture of a fast-growing company as an early team member.
• Annual company offsite in New York City for our Colombia-based team — travel expenses covered!
• Three weeks PTO.
• Breakfast provided on Tuesdays, Lunch provided on Fridays.

#LI-DNI

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