New York · On-site · $80k–$100k/yr
Zoe Financial
About Zoe Financial
Zoe is the modern wealth planning platform that enables clients to work with trusted advisors nationwide. It aims to make wealth creation tailored and convenient through innovative technology and exceptional client service. Zoe positions itself to serve clients seeking service, stewardship, and solutions once accessible only to the ultrawealthy. Zoe vets advisors through a rigorous Vetting Process and grants a Seal of Approval to those who pass, building an advisor network of only the most qualified aligned-interest professionals in the country. Zoe’s Wealth Planners are independent in their belief that there can be a better way to work with people, navigate their financial lives, and grow wealth. Backed by $16.3 million in funding from SoftBank and by top operators at JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash, Zoe’s ecosystem is carefully curated to offer personal, conscientious guidance to grow wealth.
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Company at a glance
Location
Culture & values
Put the client first is a core value; the team asks how does this help the client.
Act with urgency is a core value; we dont leave for tomorrow what can be done today.
Act like an owner is a core value; we are fully accountable for our actions and the first to own up to our mistakes.
Zoe uses a rigorous vetting process for advisors, with Zoe's Seal of Approval granted only to those who pass.
The culture centers on trusted advisor relationships and high standards of client service.
Life at Zoe Financial
Frequently asked questions
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