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Director of Advisor Experience

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92% of candidates apply because they are a Most Loved Workplace®
Advisor Services

About the Role

At XY Planning Network, a Most Loved Workplace® certified employer in the Finance space, Empowering advisors to build thriving firms and transform financial planning.

The Director of Advisor Experience will oversee the advisor services team, ensuring a high level of service and support for financial advisors.

What makes this opportunity special

  • People-First Culture: XY Planning Network places love at the center of business, creating a workplace where employees feel valued, supported, and genuinely cared for.
  • Purposeful Work: As a Most Loved Workplace®, XY Planning Network empowers employees to do meaningful work that impacts clients' financial wellbeing while fostering professional growth.
  • Inclusive Community: A tight-knit team environment where collaboration thrives, diverse perspectives are celebrated, and every voice contributes to XY Planning Network's mission and success.

Our core culture values include Authentic Belonging, Purpose-Driven Work, Rapid Execution with Excellence.

Want to learn more about what it's like to work at XY Planning Network? View our full profile.

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Why This Is a Most Loved Workplace® Certified Job

What It's Like to Work Here

users-round Authentic Belonging
compass Purpose-Driven Work
rocket Rapid Execution with Excellence
shield-check Psychological Safety
handshake Collective Accountability
map-pin Location Independence
Certified for: Most Loved Workplace Most Loved Workplaces® 2026, Most Loved Workplace Most Loved Workplaces® 2021

Apply for Director of Advisor Experience

Submit your application directly to the XY Planning Network team. Let them know why you'd be a great addition to their loved place to work.

XY Planning Network

XY Planning Network

Finance
24 E Main St
Most Loved Workplace® Certified Job
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