Shape the Future of Wealth Management.
Shape the Future of Wealth Management.
Join us in redefining how financial advice is delivered. At Zoe, we're building the tools that empower advisors to deliver better outcomes, and we're looking for driven individuals to help make it happen.
Join us in redefining how financial advice is delivered. At Zoe, we're building the tools that empower advisors to deliver better outcomes, and we're looking for driven individuals to help make it happen.



Our Core Values
Our Core Values



Put the Client First
The first question we ask ourselves is “How does this help the client?”



Act with Urgency
We don’t leave for tomorrow what can be done today.



Drive Impact
We accomplish meaningful work consistently and make our colleagues better.


Act Like an Owner
The first question we ask ourselves is “How does this help the client?”



Build Like an Teammate
We don’t leave for tomorrow what can be done today.


Act Like an Owner
The first question we ask ourselves is “How does this help the client?”
Open Positions
Open Positions
Front-End Developer
Bogotá, Colombia
See Description
Back-End Developer
Bogotá, Colombia
See Description
QA Engineer
Bogotá, Colombia
See Description
Engineering Manager
Bogotá, Colombia
See Description
Visual Designer
New York, NY
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Customer Success Manager
New York, NY
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Product Manager
New York, NY
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Account Executive, Consumer Sales
New York, NY
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Account Executive, Advisor Partnerships
New York, NY
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Head of Finance
New York, NY
See Description
Head of Compliance
New York, NY
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Billing Analyst
Bogotá, Colombia
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Executive Assistant & Office Manager
New York, NY
See Description
Front-End Developer
Bogotá, Colombia
See Description
Front-End Developer
Bogotá, Colombia
See Description
Front-End Developer
Bogotá, Colombia
See Description
Back-End Developer
Bogotá, Colombia
See Description
Back-End Developer
Bogotá, Colombia
See Description
QA Engineer
Bogotá, Colombia
See Description
QA Engineer
Bogotá, Colombia
See Description
Engineering Manager
Bogotá, Colombia
See Description
Engineering Manager
Bogotá, Colombia
See Description
Visual Designer
New York, NY
See Description
Visual Designer
New York, NY
See Description
Customer Success Manager
New York, NY
See Description
Customer Success Manager
New York, NY
See Description
Product Manager
New York, NY
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Product Manager
New York, NY
See Description
Account Executive,
Consumer Sales
New York, NY
See Description
Account Executive,
Consumer Sales
New York, NY
See Description
Account Executive,
Advisor Partnerships
New York, NY
See Description
Account Executive,
Advisor Partnerships
New York, NY
See Description
Head of Compliance
New York, NY
See Description
Head of Compliance
New York, NY
See Description
Billing Analyst
Bogotá, Colombia
See Description
Billing Analyst
Bogotá, Colombia
See Description
Executive Assistant
& Office Manager
New York, NY
See Description
Executive Assistant
& Office Manager
New York, NY
See Description
Back-End Developer
Bogotá, Colombia
See Description
Back-End Developer
Bogotá, Colombia
See Description
QA Engineer
Bogotá, Colombia
See Description
QA Engineer
Bogotá, Colombia
See Description
Engineering Manager
Bogotá, Colombia
See Description
Engineering Manager
Bogotá, Colombia
See Description
Visual Designer
New York, NY
See Description
Visual Designer
New York, NY
See Description
Customer Success Manager
New York, NY
See Description
Customer Success Manager
New York, NY
See Description
Product Manager
New York, NY
See Description
Product Manager
New York, NY
See Description
Account Executive, Consumer Sales
New York, NY
See Description
Account Executive, Consumer Sales
New York, NY
See Description
Account Executive, Advisor Partnerships
New York, NY
See Description
Account Executive, Advisor Partnerships
New York, NY
See Description
Head of Finance
New York, NY
See Description
Head of Finance
New York, NY
See Description
Head of Compliance
New York, NY
See Description
Head of Compliance
New York, NY
See Description
Billing Analyst
Bogotá, Colombia
See Description
Billing Analyst
Bogotá, Colombia
See Description
Executive Assistant & Office Manager
New York, NY
See Description
Executive Assistant & Office Manager
New York, NY
See Description
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.
Investment advisory services are provided by Zoe Financial, Inc. (Zoe Financial), an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. Learn more about Zoe Financial on the SEC’s Investment Adviser Public Disclosure website. Brokerage services are provided by Zoe Securities LLC and Apex Clearing Corporation, members of the Financial Industry Regulatory Authority Inc. (FINRA) and Securities Investor Protection Corporation (SIPC). Learn more about Zoe Securities and Apex on FINRA’s BrokerCheck website.
The information in the visuals above is for illustrative purposes only and does not represent an actual user's account, balance, or return. Zoe Financial does not provide tax or legal advice.
Copyright © 2025 Zoe Financial, Inc. | All rights reserved
(646) 680-9244
support@zoefin.com
666 Third Ave, 6th Floor
New York, NY, 10017



