We do good work, with good people, for good people.

XYPN is the leading turnkey financial planning platform for fee-only advisors who want to serve their Gen X & Y peers.

Our founders, Michael Kitces and Alan Moore, struck a chord as they preached about the need to do financial planning differently to serve Gen X and Gen Y clients. Whether they were speaking at an industry conference, writing a blog, podcasting, or simply tweeting, the message was heard loud and clear: it's the dawn of a new era in financial planning. Thus, XY Planning Network was born. Hundreds of financial advisors responded by joining the movement and building thriving firms of their very own, the XYPN way. Our team is passionate about supporting the best in the business. If you're up for the challenge of disrupting an industry, join us.

Why you'll love XYPN

Let us count the ways

  • Work/Life Balance. For Real.
  • Collaborative, Positive Teammates
  • We'll Embrace Your "Unique Weird"
  • Advancement Opportunities Galore
  • Inspiring Leadership with Integrity
  • Autonomy in Your Role
  • Professional Development Options
  • Rewarding Work That Matters
  • Endless Supply of Free T-Shirts

The Benefits You Need

To live your best life

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Take Time When You Need It
Recharge. Deal with life. We'll be here when you get back.
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Earn What You're Worth
You've honed the unique skills we need. We'll gladly pay you for those.
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Win As A Team
Earn generous bonuses worth up to 20% of your salary when we hit our team goals.
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Set Yourself Up
Earn towards retirement with company matching up to 4.5%.
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Come As You Are
No suit, no tie, no problem. We're casual around here every day, not just on Fridays.

Why You'll love Bozeman

The town that checks all the boxes.

  • Arts
  • Biking
  • Breweries
  • Camping
  • Dining
  • Distilleries
  • Dog-Friendly
  • Fishing
  • Golfing
  • Hiking
  • Horseback Riding
  • Montana State University
  • Museums
  • The People
  • Rafting
  • Resorts
  • Safe Neighborhoods
  • Shopping
  • Skiing
  • The View!
  • Yellowstone National Park
  • Yoga

About Bozeman, Montana

Life in a Postcard

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Go to any great city, round up only the cool people, and you've gathered the population of Bozeman, Montana. Living in a place that's so scenic and so serene changes who you are  -  for the better. For the people who call Bozeman home, It's more than a town; it's a way of life.

You need to experience our idyllic town to truly understand. Rest assured, it won't take long for Bozeman to win you over. Whether you come for a visit or you relocate here, you'll never find a more welcoming community.  

XY Planning Network is headquartered in the heart of Bozeman's historic & vibrant downtown, with endless dining options, wine bars, boutiques, and breweries just steps away. Travelers come from all over to visit our next-door neighbors Yellowstone National Park and Bridger Bowl Ski Area. We can stop by either attraction over a lunch break. Life is good here.

Click here to learn more about Bozeman.

Open Positions

Superstars Wanted

Compliance Associate
Member Services
  • Bozeman, United States

Don't see your dream job this time? Rest assured, we'll post another soon.

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