XY Planning Network

We pride ourselves on an interview process that prioritizes in-depth analysis for team member fit. We're looking for the right person for the right seat. The process typically includes an initial application review, phone screening, interviews with team members, and a final conversation with leadership. We encourage applications even if you don't meet 100% of the listed qualifications—we value potential and cultural fit alongside experience.

Yes, we offer a fully flexible work environment that allows you to work from anywhere. We believe that talented people do their best work when they have autonomy over their location and schedule, and we've built our culture to support distributed teams while maintaining strong connection and community.

Our five core values are: Mission-Driven (everything we do is aligned with our purpose), Be Well Being You (prioritizing wellbeing and authenticity), Get Sh!t Done (executing with excellence and urgency), Do the Right Thing (maintaining integrity even when difficult), and Win Together Lose Together (supporting each other through challenges). These values guide our decision-making and culture every day.

We are committed to setting up new team members for success from day one. Every new hire receives a comprehensive 90-day integration plan, regular check-ins with their manager, access to company resources and training, and invitations to team events and celebrations. We also provide ongoing manager support to ensure your manager can effectively develop you throughout your tenure.

XY Planning Network has grown to include over 2,100 member advisors who run fee-only financial planning firms. These advisors benefit from access to technology tools, professional development resources, peer mentorship, and a vibrant community united by a shared commitment to advancing the financial planning profession.