Financial Planner

2 days ago

San Antonio, TX, United States Pax Financial Group Full time
About PAX Financial Group
PAX Financial Group is a San Antonio-based Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generosity, confidence, and lasting impact.

Rooted in faith and inspired by 1 Timothy 6:17-19, we believe wealth is a responsibility, not just a resource. Our team is known for blending technical excellence with a deep commitment to client service, behavioral finance, and values-based investing.

If you're looking to join a collaborative team where purpose, growth, and impact matter, we'd love to connect.
Position Overview
We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role blends technical financial expertise with relationship management, behavioral coaching, and strategic guidance.

The ideal candidate is skilled at leading client conversations, uncovering planning opportunities, and providing clear recommendations. They are energized by business development, confident in presenting complex financial concepts, and committed to delivering a consistent, high-touch client experience within a structured planning framework.

Financial Advisors at PAX serve as fiduciaries, offering fee-based advice aligned with clients' best interests and PAX's values-driven approach to wealth management.
Key ResponsibilitiesClient Acquisition & Relationship Management
  • Proactively acquire new clients through referrals, COIs, community presence, networking, and digital engagement.
  • Build and manage a book of up to 150 households within PAX's segmentation and service model.
  • Lead discovery meetings and develop personalized financial plans that address investments, cash flow, risk management, retirement, tax strategies, and estate considerations.
  • Deliver ongoing planning reviews and provide behavioral coaching to support positive financial decision-making.
  • Maintain strong client relationships through responsive communication, trust-building, and clearly guided next steps.
Planning & Advice Execution
  • Conduct financial check-ups and diagnose planning needs using MoneyGuidePro or comparable tools.
  • Identify and communicate investment and planning opportunities, including tax-loss harvesting, model alignment, and risk management.
  • Present recommendations with clarity, confidence, and supporting rationale.
  • Collaborate with CSAs and Service Advisors to ensure smooth onboarding, service delivery, and client retention.
Business Development & Performance
  • Maintain a consistent pipeline of prospective clients and business development activities.
  • Drive annual net new asset growth targets
  • Represent PAX at events, workshops, and community initiatives as appropriate.
  • Strengthen presence through digital platforms, thought leadership, and community engagement.
Documentation, Compliance & Professional Standards
  • Maintain accurate and timely documentation of client interactions, planning notes, and follow-ups in Salesforce.
  • Adhere to fiduciary standards, regulatory requirements, and internal processes.
  • Participate in continuing education, advisor training, and internal casework discussions.
  • Support alignment with PAX's investment philosophy and planning approach.
Qualifications
  • Bachelor's degree from an accredited university
  • CFP® designation (or completion in process) - Highly Preferred
  • FINRA Series 65
  • 2-5+ years of financial planning or RIA advisory experience
  • Demonstrated success in generating and retaining business
  • Strong communication, presentation, and influencing skills
  • Ability to manage multiple clients and priorities with strong follow-through
  • High comfort using planning tools and CRM platforms
  • Strong business, financial, and economic acumen
  • Clean compliance history and ability to operate as a fiduciary
Preferred Qualifications
  • Experience with MoneyGuidePro, Orion, SmartX, or similar platforms
  • Experience working within a planning-first, model-driven advisory firm
  • Knowledge of tax strategies, risk management, and estate planning considerations
  • Background in behavioral finance or client coaching
Cultural Fit
  • You are energized by helping clients gain clarity, confidence, and peace in their financial lives.
  • You take initiative, embrace growth, and enjoy building genuine relationships.
  • You communicate with empathy, candor, and professionalism.
  • You thrive in a collaborative environment where consistency and accountability matter.
  • You are aligned with PAX's values and mission-driven approach to financial planning.

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