Company Overview:
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:
We are looking for a savvy, innovative Financial Planning and Process Coach to join the Advisor Education team in beautiful Bozeman, MT. This position will work closely with our awesome XY Planning Network firms as they launch, grow, and build thriving businesses that focus on Gen X and Y clients! Your primary responsibilities will include developing an XYPN Financial Planning Process, training advisors on how to implement this process, and providing best practices to firm owners on planning and process improvements.
In this role you’ll help advisors integrate their planning process into their core technology offering and increase efficiencies in their businesses. 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 smart 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 become 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 have a passion to support the growth of the next generation of financial planners, we want to meet you!
What You’ll Do:
The Deets:
Start Date: Immediately
Status: Full-time (40-45 hours/week)
Location: Bozeman, MT
Department: Advisor Education
Reports to: Director of Advisor Education
Direct Reports: N/A
Compensation & Benefits:
What You’ll Bring to the Table:
Application:
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