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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Service Coordinator XYPN Ops at XY Planning Network

Bozeman, MT | Full Time
$66k-83k (estimate)
6 Months Ago
Company Overview. XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee 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 service...
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