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PAX Financial Group
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Financial Planner

PAX Financial Group

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Details
Posted:
May 29, 2020
Location:
San Antonio, Texas
Salary:
Based upon experience
Type:
Full Time - Experienced
Certification Requirement:
Required
Experience:
1-5 years
Preferred Education:
4 Year Degree

Become the Guide clients need you to be...

PAX Financial Group is hiring experienced financial planners to serve as guides for clients who seek unbiased, quality financial expertise through the delivery of behavioral finance, holistic financial planning and plan execution. PAX Financial Planners are full-time employees who serve as fee-based fiduciaries.

As a PAX Financial Planner you will...

  • Receive training on culture, process, and technology 
  • Build a book of business by leveraging company resources, affiliations, partners and leads
  • Use technology to integrate Behavioral Finance into your Financial Planning recommendations
  • Be supported by highly skilled operations and client services teams
  • Have the autonomy to serve clients
  • Gain experience while being mentored by industry veterans as you master your chosen craft
  • Feel purpose in the work you do by helping families experience hope in their lives

Who we are...

Founded in 2007, PAX Financial Group is a locally owned RIA based in San Antonio, TX. We employ over 20 people with 10 advisors, 8 CFPs and a dedicated operations staff. Our financial planning model is a three-step process which involves behavioral finance, financial planning and a client deliverable of their top action steps. We are looking to continue our growth throughout Texas by hiring professionals who are compatible with our culture of emphasizing financial planning and the client experience.

Our Mission: We guide others, in all stages of life, to adopt prudent financial decisions so they can live a more meaningful life.  

Our Vision: We see families in our community Experiencing Hope and Living Legacies. 


What it takes...

  • 4-year college degree from an accredited university

  • CFP designation

  • FINRA Series 66 (or 65 & 63), may be obtained post-hire

  • Strong business, economic and investment acumen

  • Strong verbal, written and interpersonal communication skills

  • Strong technology aptitude and ability to manage multiple priorities

  • Ability and patience to listen with empathy

  • Ability to thrive in a highly collaborative environment

  • Ability to create and foster strong partnerships with employees and business partners

  • Healthy compliance record in prior position(s) and ability to operate as a fiduciary

  • Demonstrated ability to facilitate and execute a results-oriented sales process

  • Current authorization to work within the US

NOTES:
3 openings.
Telecommuting is allowed.

Additional Salary Information: PAX Financial Planners are paid a base salary. They have the opportunity to collect fees for financial planning work. Incentive bonuses can be earned for new client acquisition. Additionally, Planners participate in the profit sharing plan after a year.
About PAX Financial Group
PAX Financial Group is a locally owned RIA based in San Antonio, Texas. Our highly collaborative advisory team, includes CFP®s, Relationship Managers, Note Takers and Planning Associates. We are leaders in Behavioral Finance and integrate the practice into our clients' financial plans. PAX positions its Financial Planners to focus on advice and relationships. To this end, we employ a dedicated client support team which handles the administrative needs (paperwork) of our clients. All full-time PAX employees receive full benefits which include medical, dental, vision, 401(k) and can become eligible for profit sharing. We look forward to continuing our growth in Texas by hiring financial planners who can establish new client relationships while being a part of a culture that emphasizes financial planning and a passion for the client experience. PAX Financial Group has been recognized locally, regionally and nationally. This includes multiple acknowledgements such as the Inc 5000's list of Fastest Growing Private Companies in America, Tiny Pulse's Happiest Company Award and the San Antonio Business Journal's Best Places to Work.
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