General Application

Role Summary

About XYPN

XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades from 2018-2022 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 for the better.

We are excited to learn more about you!

Your dream position was not posted on our career webpage? No worries! You can submit a General Application here and we will circle back when we have a good match available.

In the meantime you can check out some of our benefits below (please note, benefits may vary based on position):

All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).

Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)

9 paid holidays (we offer flexible holidays!)

401(k) with match; you put in 6%, and we put in 4.5%.

12 weeks paid parental leave for the birth or adoption of a child.

Health insurance w/ employer contribution.

Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.

Pet insurance availability

Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available

Employer-paid Life and AD&D insurance.

Employer-paid Long Term Disability coverage.

Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.

$2000/year (prorated by start date) to put towards professional development

$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”

$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.

A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.

Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)

Various Gym discounts

Company-owned laptop computer provided (Apple Products).

XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.