General Application
TLDR
Contribute to XYPN, a rapidly growing advisory platform empowering fee-for-service advisors with autonomy, equity, and comprehensive employee benefits.
About XYPN
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.
- 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
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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.
Benefits
Education Stipend
$2000/year (prorated by start date) to put towards professional development
Health Insurance
Health insurance w/ employer contribution.
Laptop provision
Company-owned laptop computer provided (Apple Products).
Gym discounts
Various Gym discounts
Paid Time Off
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
Stock Options
All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
Wellness Stipend
$250/quarter to spend on yourself specific to our core value of "Be Well Being You."
XYPN builds a complete advice and planning platform specifically for fee-only financial advisors, enabling them to create independent firms with full autonomy. With services like TAMP and Corporate RIA, we provide tailored technology, compliance support, and extensive resources, empowering advisors to focus on their clients while alleviating the operational burdens of running a practice.