Xypn
XY Planning Network (XYPN) is a membership organization that supports financial advisors who serve Gen X and Gen Y clients. They provide resources such as compliance support, marketing tools, and technology solutions to help advisors run their businesses efficiently. Founded in 2014 by Alan Moore and Michael Kitces, XYPN has grown rapidly, emphasizing a fee-for-service model rather than traditional commission-based structures. This innovative approach aligns with the needs of younger clients, making financial planning more accessible and transparent.Recent Posts by Xypn
- Compliance SpecialistPosted 18 days ago•Similar jobs
- Billing SpecialistBOZEMAN, MTPosted 30+ days ago•Similar jobs
- Client Service ManagerPosted 30+ days ago•Similar jobs
- Client Service SpecialistPosted 30+ days ago•Similar jobs
- Customer Service SpecialistBOZEMAN, MTPosted 30+ days ago•Similar jobs
- Customer Service ManagerBOZEMAN, MTPosted 30+ days ago•Similar jobs
- Client Service ManagerBOZEMAN, MTPosted 30+ days ago•Similar jobs
- Client Service SpecialistBOZEMAN, MTPosted 30+ days ago•Similar jobs
- Member Experience SpecialistBOZEMAN, MTPosted 30+ days ago•Similar jobs
- Compliance Supervision SpecialistWASHINGTON, DCPosted 30+ days ago•Similar jobs
- Bookkeeping Specialist (Part-time)WASHINGTON, DCPosted 30+ days ago•Similar jobs
- Bookkeeping Specialist (Part-time)DENVER, COPosted 30+ days ago•Similar jobs
- Bookkeeping Specialist (Part-time)BOZEMAN, MTPosted 30+ days ago•Similar jobs
- Compliance Supervision SpecialistDENVER, COPosted 30+ days ago•Similar jobs
- Junior Compliance ConsultantWASHINGTON, DCPosted 30+ days ago•Similar jobs
- Junior Compliance ConsultantDENVER, COPosted 30+ days ago•Similar jobs
- General ApplicationMONTANA, WIPosted 30+ days ago•Similar jobs
- General ApplicationMTPosted 30+ days ago•Similar jobs
- Childcare SpecialistBOZEMAN, MTPosted 30+ days ago•Similar jobs
- Childcare SpecialistMONTANA, WIPosted 30+ days ago•Similar jobs
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