Jump - Advisor AI has developed leading AI software specifically designed for financial advisors, enhancing productivity through automation of tasks such as note-taking, meeting preparation, and client follow-ups. The platform focuses on making financial advisory services more efficient and accessible, inviting users to start a free trial to experience its capabilities.
Jump - Advisor AI Careers & jobs
Builds AI assistant software that automates workflows for financial advisors.
About Jump - Advisor AI
- Funding
- Funding: Series A, $20M (2025) Β· Backed by Battery, Sorenson, Pelion, and Citi
- Founded
- Founded: 2023
- Headquarters
- Headquarters: Draper, United States
- Customers
- Customers: LPL, Osaic, Raymond James, Cetera, Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners
Summarized from Jump - Advisor AI's job postings. Last updated July 2026.
Does Jump - Advisor AI offer remote work?
Mostly yes. Jump - Advisor AI hires remotely.
On Woody, their 6 roles in the last year: 6 as remote, hiring in United States and worldwide.
Hiring profile
- Locations
- Locations: Anywhere 4 United States 2
- Pay
- Pay: >$200k 3 $150k - $200k 2
- Roles
- Roles: Product Marketing 3
- Level
- Level: Mid-level (2 to 5y) 3 Senior-level (5y to +) 2
From 6 roles posted in the last 12 months
Job Positions
No open positions at the moment
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