Join The Family

We are a rapidly growing company transforming the wealth management industry at scale

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At Zoe, we believe that the relationship between an enlightened financial planner and an equally enlightened client taps tremendous value.

Why Join Zoe?

Accountability

Take ownership and build trust through collaboration & consistent execution.

Transparency

Be honest, have integrity, and respect each other enough to tell it like it is.

Collaboration

Help first, work together, and encourage healthy discourse.

Big Impact

Our products solve difficult problems and are used by hundreds of thousands of consumers every day, which means your work can have a big impact.

Support

Small teams mean more ownership and responsibility for each team member, but you’re never alone. Your team will provide the support you need to grow.

Flexibility

We trust our team to get things done. We also believe in life outside the office, so you can always take care of what’s important to you.

Benefits & Perks

Pay & Equity

Competitive

Medical, Vision & Dental

Fully Covered

International Team Offsites

We Are Global

Zoe Team Working

Vacations

Flexible vacation time, dress code, and work from home policy.

Education

Extracurriculars and courses to help hone your skills and grow your trade.

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