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.
Minimum Candidate Qualities:
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
PAX Financial Group Offers:
Sponsorship of industry licensing and credentialing
Administrative, marketing, trade execution, and financial planning support for advisors
Personal office space with shared conference and meeting rooms
State of the art tools in CRM, planning software and behavioral finance
Company-sponsored employee events
Paid Time Off
Comprehensive health benefits package
Defined Contribution retirement package
A warm, welcoming culture built on teamwork, trust and encouragement of one another
About PAX Financial Group
Started in 2007 by three Texas industry veterans
Widely recognized by independent companies for rapid growth and employee satisfaction
Dave Ramsey SmartVestor Pro provider
Investment recommendations are made by an internal investment committee
Custody through TD Ameritrade with SIPC on all accounts
PAX advisors are compensated by salary plus incentives
PAX advisors are independent advisors and do not offer clients proprietary products
About our CEO, Darryl Lyons
Author of three books
Small Business Big Pressure: A Faith Based Approach to Guide the Ambitious Entrepreneur
18 to 80: A Simple and Practical Guide to Money and Retirement for all Ages
The Grand Money Chasm: Ten Effective Strategies to Build A Money Legacy Within Your Grandchildren
Serves on Dave Ramsey’s exclusive Investment Council
Received naming honor by San Antonio Mayor Julian Castro for “Darryl W. Lyons Park”
Guest writer for San Antonio Business Journal, San Antonio Express News, and Forbes.com
San Antonio, Texas
Full Time