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. We're thrilled to be recognized among the Inc. Best Workplaces in 2019 and the 2019 InvestmentNews Excellence in Diversity & Inclusion Awards.

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

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

Open Positions

Superstars Wanted

Advisor Education Specialist
Advisor Education
  • Bozeman, United States
View Job
Client Services Specialist
Investment Solutions
  • Bozeman, United States
View Job
Compliance Consultant
Compliance
  • Bozeman, United States
View Job

Learn More

We're an Open Book

We value our culture at XY Planning Network, and we want to work with people who like it here as much as we do. That's why we invite you to peruse our Policies & Procedures Manual (we promise—it's more exciting than it sounds!). We want you to make an informed decision about joining our team. In this short handbook, you'll learn a lot about our culture. 

Discover:

  • The minimum number of vacation days team members must use
  • If your dog has what it takes to join our team (our office is pet-friendly)
  • What it means to "embrace your weird" 
  • How to raise $500 for your favorite charity by playing hooky & donating your time
  • A heckuva lot more!

Click here to read our Policies & Procedures Manual.

Why You'll love Bozeman

The town that checks all the boxes.

  • Biking: 48 miles of mountain bike trails
  • Breweries: 8 microbreweries plus 3 micro-distilleries & a cider house
  • Convenient Air Travel: Bozeman-Yellowstone International Airport, Montana's busiest airport, has 6 carriers, 8 gates & 15 direct destinations
  • Entertainment: A flourishing downtown with 15 art galleries, plus numerous quaint boutiques & a vibrant restaurant scene offering everything from food trucks to fine dining
  • Fitness: Gym options ranging from CrossFit to climbing to jazzercise, among them more than a dozen yoga studios
  • Fishing: A short drive to 3 storied rivers & ten fly shops
  • Golfing: 5 scenic courses
  • Higher Ed: Home to Montana’s flagship public university, Montana State, which is among the top 3% in the nation for research spending
  • Museums: The Museum of the Rockies, featuring one of the largest dinosaur fossil collections in the world, plus the American Computer Museum, named one of the nation's best free museums in a USA Today poll
  • National Parks: Only 1.5 hours from Yellowstone National Park & a 5-hour roadtrip to Glacier National Park
  • Outdoor Recreation: 80+ miles of trails in the "Main Street to the Mountains" system; 5 mountain ranges & the 1.8 million-acre Gallatin National Forest to welcome hikers, campers, rafters & horseback riders
  • Safety: The violent crime rate is less than half the national average
  • Schools: 8 public elementary schools & 2 public high schools; elementary students are 1.6 grades ahead of the national average, per the New York Times
  • Skiing: 5,700 acres of “the biggest skiing in America.” XYPN to Bridger Bowl: 16 miles; 50 miles to Big Sky Resort
  • Weather: 188 days of sunshine per year

About Bozeman, Montana

Life in a Postcard

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.

Don't just take it from us. Accolades for Bozeman:

Our Commitment to Diversity

We Welcome Everyone

XYPN is committed to achieving equality and enhancing diversity in the financial planning profession. Through creating an inclusive and comfortable environment for all, we expand access to financial planning services.

We believe we're better when we're diverse, which includes diversity in race & ethnicity, gender, background, religious belief, and more. XYPN's commitment to achieving equality starts "at home" with diversity goals in hiring and continues in many innovative ways.

When hiring, we don't staff based on skin color or gender. We do, however, push ourselves to give candidates from underrepresented populations a chance they may not otherwise get. Our goal is to interview at least two non-white candidates in first-round interviews for all open positions.

XYPN is proud to support Equal Pay

We've set the following goals for our workforce: 

  • Team Members 
    • 50% female (achieved) 
    • 10% of team is non-white by end of 2019 
    • 20% of team is non-white by end of 2021 
  • Managers  
    • 50% Female (achieved)   
    • 10% non-white (achieved) 
  • Executive Team  
    • 50% female by 2021  
    • 20% non-white by 2021

Below is an outline of additional initiatives that support our commitment to diversity:

  • Industry-leading anti-harassment policy at XYPN conferences with technology to report violations and clear consequences for offenders
  • Diversity guidelines for conference speakers
    • at least 1/3 of keynote presenters will be non-white and 1/3 non-male, with a goal to get to 50% for both segments
    • 50% of breakout speakers must be female and 20% must be non-white (Participants on our annual diversity-themed panels do not count towards our goal)
  • Free childcare at XYPN conferences for those balancing career & family
  • Commitment to featuring diverse guests on our podcast, including at least 50% women
  • Monthly diversity-themed webinars for advisors
  • Diversity CFP® Exam Scholarship 
  • Member-led Diversity Committee supported by XYPN staff 
  • Regularly scheduled diversity-themed blogs 
  • Outreach program to inspire the next generation of financial planners

DON'T SEE YOUR DREAM JOB THIS TIME? REST ASSURED, WE'LL POST ANOTHER SOON.

Sign up for job notifications: