Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our AI assistant helps financial advisors automate the client meeting cycle and other workflows, turning meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs.
Jump leads its category in market share and customer satisfaction, serving leading financial services firms. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver better outcomes for their clients.
High Velocity: You are self-driven, use good judgment, and deliver high-quality work at speed.
World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team.
Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.