Financial Planning and Process Coach

Job description

Position: Financial Planning and Process Coach

  • Hours: Full-time (Regular - Exempt). The position is expected to work 40 hours per week, but schedule is flexible.
  • Location: Bozeman, MT
  • Applications will be reviewed as they are received

Overview of XYPN:

XY Planning Network (XYPN) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for awesome new and established financial advisors who want to serve a younger clientele, and provides its members with compliance support services, marketing support, business tools and templates, and a wide range of technology solutions. 

Our motto? We do good work, with good people, for good people. Our team is passionate about supporting the best in the business!

XY Planning Network is headquartered in the heart of Bozeman Montana's historic & vibrant downtown. We like to keep our work environment fun and relaxed, while accomplishing our mission. We also pride ourselves on inclusivity, diversity, and respect for each and every team member -- along with each member in our network. We want XYPN to be somewhere you WANT to come to work each and every day, and where every team member plays an intricate part in building and maintaining that culture. 

Job Description: 

XYPN is looking for a savvy Financial Planning and Process Coach to work with XYPN firms as they launch, grow, and build thriving businesses. Your primary responsibilities will include developing an XYPN Financial Planning Process, training the advisors on how to implement this process, and providing best practices to firm owners on planning and process improvements. You'll work with launching firms to help them set up a foundational financial planning and process, providing templates/best practices for each phase of the planning process -- including service model, pricing structure, and delivery of services.  This will be done through webinars/recorded training, group coaching calls, and one on one consults.  

You'll also supply growing firms with best practices for improving on their existing planning and processes. As part of your work, you'll collaborate with advisors to help them build repeatable processes that will enable them to serve their clients effectively -- while also growing their businesses!  Additionally, you will provide firm owners with opportunities to becoming better financial planners by providing access to advanced planning training and concepts.  

Overall the Financial Planning and Process coach will be responsible for the creation and implementation of the XYPN Planning Process, while helping lead the overall strategy for financial planning training provided to all XYPN Firms. If you're someone who gets a kick out of getting people to those 'aha!' moments where they're empowered to work smarter (not harder), this just might be the position for you.



  • Creating and launching the XYPN Financial Planning Process
  • Providing group coaching sessions to launching firms on setting up base level Financial Planning and service models
  • Supplying best practices to XYPN firms on building workflows and processes
  • Helping firms painlessly integrate their planning process and workflows with XYPN core technology 
  • Delivering friendly, smart one-on-one coaching with experienced advisors and firms on planning and process implementation 
  • Leading the strategy for all financial planning and process training and support delivered to XYPN Firms


Required Qualifications:

  • CFP is required
  • Minimum of 5 years of experience working in a financial planning firm and being part of the financial planning creation and delivery with clients 
  • Experience in creating and implementing workflows in a financial planning firm (aka: you're a process & procedure geek!)
  • A complete understanding of each phase of the financial planning process 

What would make us drool:

  • Experience in creating, executing, and rocking out training programs

  • Experience in providing training and coaching to financial advisors 

Compensation & Benefits:

  • Salary: $85,106 / year

  • 401K (4.5% match on 6% contribution)

  • Paid health insurance 

  • 8 paid holidays

  • Open vacation policy (Required to take a minimum of 3 weeks per year)

  • Please see our Dream Team Handbook for a full list of benefits