XY Planning Network - Finance

Join XYPN Sapphire in Bozeman as a Trading Specialist. Execute trades, support portfolio rebalancing, and resolve trade issues for advisors. Ideal for detail-oriented professionals with 0-3 years of financial services experience. Enjoy unlimited vacation, 100% employer-funded ESOP, 401(k) match, ...

Launch your compliance career at XYPN in Bozeman. Prepare key regulatory filings (Form ADV, CRS) for fee-only RIAs with expert training and support. Enjoy a hybrid role with a clear growth path, exceptional benefits like an ESOP and unlimited vacation, and a collaborative team environment. Ideal ...

Join our Bozeman team as a Billing Specialist, managing the full billing cycle for a financial services firm. You will process invoices, resolve discrepancies, and ensure accurate client billing using platforms like Orion and AdvicePay. This role offers exceptional benefits including an ESOP, unl...