XY Planning Network - Remote work

Join a leading financial services team as a Client Service Specialist. You’ll provide high-quality operational support to advisors, managing service requests end-to-end with strong attention to detail. Ideal candidates have 1+ years in customer service and financial services, plus excellent commu...

Lead the advisor experience at a growing financial services platform. You will oversee onboarding and client service teams, designing scalable systems and processes. This strategic role requires deep RIA custodian knowledge and a passion for creating clarity and consistency. Enjoy top-tier benefi...

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 ...