XY Planning Network Jobs

XY Planning Network

IT Outsourcing & Consulting | BOZEMAN, MT | 22 followers

XY Planning Network Overview

WEBSITE xyplanningnetwork.com
HEADQUARTERS BOZEMAN, MT
SIZE <25
FOUNDED 2014
CEO MICHAEL KITCES
REVENUE <$5M
INDUSTRY IT Outsourcing & Consulting
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About XY Planning Network

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether youre an established advisor already working wi...th Gen X and Gen Y clients, or youre looking to start your own firm, XY Planning Network is here to help. More
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Client Service Manager at XY Planning Network

Bozeman, MT | Full Time
$77k-100k (estimate)
1 Month Ago
About XYPN. XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services. This is an opportunity to join a company on a mission to help others—and you—live your be...
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