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Financial Planner

Financial Planner

Pax Financial GroupAustin, TX, US
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Financial Planner Position

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
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