XYPN_Grid_Blue-6 Alan-holding-Ada
Top Workplace 2025 Award

Work life flexibility

As a hybrid company, we have team members across the country and most of our positions are remote eligible. If you’re based in Bozeman, we’d love to see you in our historic downtown office space featuring a modern open concept design. We offer a flexible work schedule, so you choose when you work best, subject to team meeting cadence. 

Supporting your best life

When it comes to living your life, we’re here to make it happen. We offer unlimited vacation with a minimum of 15 days per year in addition to nine company holidays. With our Be Well Being You funds, we give you $250 a quarter to do what makes you, well, you. That’s on top of TSA Pre-Check, annual donations to the charity of your choice when you log 40 hours of service, and discounted gym memberships.

Company-Funded Sabbaticals

We reward longevity. Every team member is eligible for sabbaticals at five, 10, and 15 years of employment in addition to a bonus to help you make the most of it. We love to see our team living their best life. 

Equitable compensation

Salaries are based on competitive market pay for your role, consider factors like education and experience, and are guided by transparency, equity, and objectivity.

Supporting your financial future is part of our mission, which is why all XYPN team members are owners. We offer a 100% employer-funded Employee Stock Ownership Plan (ESOP), in addition to offering a 401(k) with 4.5% match when you contribute 6% or more. We also offer company-subsidized financial planning—up to 50% of the initiation fee (up to $500) and 50% of the monthly fee (up to $150)—to ensure team members can receive sound fiduciary advice and gain a personal perspective on the work XYPN members provide their clients. 

Health Insurance

Team members can choose to participate in one of XYPN’s supported health insurance plans. XYPN invests meaningfully in employee health benefits, with competitive employer contributions reviewed each year. With three medical plans to choose from, you can pick what works best for you—and your dependents. Domestic partners can get coverage too! In addition, to protect our team members and those closest to them, each team member is covered by a $25,000 life insurance policy provided by XYPN. Do you have other insurance needs? We have a policy for everything: dental, vision, voluntary life, AD&D and accident, and even pet health insurance.

Leading Culture

From your first day at XYPN, we work to create a culture that allows everyone to thrive. This means setting our team up for success on day one with 90-day plans, celebrating our work at work with regular team events, level-setting company goals at annual company retreats, and of course, a commitment to the safety and comfort of our team and our industry with an industry-leading anti-harassment policy. 

Family Friendly

We're proud to offer a work environment that's family-friendly. For those just starting families, we offer 12 weeks of paid family leave for births, adoptions, pregnancy recovery, immediate family member care, and short-term health recovery leave. And pet parents, don't worry—we've got your four-legged family members covered with optional pet insurance!

“XYPN has provided me with opportunity to flourish and demonstrate my strengths that support our mission in an autonomous working environment. I'm truly grateful for all that I've learned and experienced during my tenure with the company! XYPN's flexibility accommodates my personal lifestyle, so that I can be the best version of myself at home and to my family, thus supporting my performance at work. XYPN's generous package of competitive compensation and benefits are privileges not to be taken for granted. The benefit options are vast, non-traditional and evolving; providing many things that benefit all team members.”
TravisGano

Travis Gano

Managing Director of Team Relations

“Having worked at XYPN for a number of years, I have been able to see the rapid growth and continuous evolution of the organization from a small start up to the established organization it is today. I enjoy being part of XYPN and supporting our vision of making financial planning more accessible and our mission to simply help people live their great life. Working with so many entrepreneurs and seeing many of them become successful in their business is exciting to be part of. We get to enjoy many benefits including an open vacation policy, Be Well Being You funds to help us live our great life, professional development funds, and a one month sabbatical at 5 years of employment. For my month-long sabbatical I was able to disconnect with complete confidence in my teammates while I was adventuring through a number of states, wilderness areas, and national parks that I had never taken the time to explore previously.”
TravisJohnson

Travis Johnson

Managing Director of Compliance

“In my past work life I was in management at a local bank, dressing the part and reporting to the office 8-5 Monday-Friday—having no idea that a work life balance existed outside of those walls. Finding XYPN was truly life-changing for me personally as well as my family. Having the ability to work when and where I want has provided me countless opportunities that I thought were only afforded to a select few. Over the last almost four years I've been more present to watch my kids grow up, been involved in their school activities, along with the time I'm able to spend on my own mental health in removing the commute and work hour constraints. I truly enjoy the work I'm doing and feel valued as an employee for the contributions I make to our team and the work I do daily for our wonderful members. Coming aboard XYPN was absolutely the best professional decision that I've made and I would 100% recommend it to those considering it. 💙💚”
KrystalSchmitz

Krystal Schmitz

Operations Manager

Step 1: Apply

Step 2: Video Interview

Step 3: Talent Acquisition Screen

Step 4: Hiring Manager Interview

Step 5: Work Sample

Step 6: Peer Interview

Step 7: Director/Executive Interview