Start Date: Immediate
Status: Full-time (Regular - Exempt)
Hours: 40-45 hours per week w/flexible schedule
Location: Bozeman, MT
Direct Reports: None
Reports to: Senior Director of Business Development
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 new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have recently earned accolades as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry.
About the Position:
As one of the friendly and energetic Business Development Specialists on our team, you will have a passion for helping us grow XY Planning Network! Some of the primary things you’ll be doing on a daily basis include working with inbound marketing leads via email and meeting daily phone meeting targets to ensure speedy responses to interested XYPN members. Additionally, you’ll be following up with internal resources, taking responsibility for tracking and proactively following up with existing leads in the pipeline, helping develop exciting new initiatives to generate leads, scheduling (fun!) networking events, and meticulously tracking data.
What You’ll Be Responsible For:
What You’ll Bring to the Table:
Compensation & Benefits:
Salary: $51,616.00 / year
Relocation assistance available, if applicable
401K (4.5% match on 6% contribution)
Health insurance w/employer contribution
Employer paid Life Insurance Long Term Disability coverage
8 paid holidays
Open vacation policy (Required to take a minimum of 3 weeks per year)
Please see our Dream Team Handbook to learn more about our company and benefit offerings