Growth‑Oriented Financial Advisor & Planning Partner

PAX Financial Group, LLC; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading financial advisory firm in San Antonio is seeking a Financial Advisor to provide holistic financial planning and client relationship management. The successful candidate will actively develop a book of business while delivering high-quality personalized advice aligned with clients' needs. Key qualifications include a Bachelor's degree, FINRA Series 65, and a strong track record in business development. The firm emphasizes a values-driven approach and supports continuous growth within a collaborative team environment.

Qualifications

• 2–5+ years of financial planning or RIA advisory experience required.
• Demonstrated success in generating and retaining business.
• High comfort using planning tools and CRM platforms.
• Strong business, financial, and economic acumen.

Responsibilities

• Acquire new clients through various engagement strategies.
• Build and manage a client book of up to 150 households.
• Conduct financial check-ups and diagnose planning needs.
• Maintain accurate documentation of client interactions.

Skills

Client relationship management

Financial planning

Business development

Communication skills

Presentation skills

Education

Bachelor's degree from an accredited university

FINRA Series 65

Tools

MoneyGuidePro

Salesforce

Job description

A leading financial advisory firm in San Antonio is seeking a Financial Advisor to provide holistic financial planning and client relationship management. The successful candidate will actively develop a book of business while delivering high-quality personalized advice aligned with clients' needs. Key qualifications include a Bachelor's degree, FINRA Series 65, and a strong track record in business development. The firm emphasizes a values-driven approach and supports continuous growth within a collaborative team environment.