Growth-Oriented Financial Advisor | Values-Based Planning

paxfg; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

PAX Financial Group in San Antonio seeks a growth-oriented Financial Advisor to deliver holistic financial planning while proactively expanding a book of business. This role blends technical expertise with relationship management, behavioral coaching, and strategic guidance within a structured planning framework.

You will lead client conversations, uncover planning opportunities, and present clear, well-supported recommendations.

Qualifications

• Bachelor’s degree from an accredited university.
• CFP designation (or 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 fiduciary capacity

Responsibilities

• 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 addressing 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.
• Collaborate with CSAs and Service Advisors to ensure smooth onboarding, service delivery, and client retention.

Skills

Communication

Relationship management

Presentation

Sales

Time management

Financial literacy

Education

Bachelor’s degree

CFP designation

FINRA Series 65

Tools

MoneyGuidePro

Orion

SmartX

Salesforce

Job description

PAX Financial Group in San Antonio seeks a growth-oriented Financial Advisor to deliver holistic financial planning while proactively expanding a book of business. This role blends technical expertise with relationship management, behavioral coaching, and strategic guidance within a structured planning framework.

You will lead client conversations, uncover planning opportunities, and present clear, well-supported recommendations.