Talent.com
Financial Planner
Financial PlannerPax Financial Group • Austin, TX, US
Financial Planner

Financial Planner

Pax Financial Group • Austin, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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
    • [job_alerts.create_a_job]

    Financial Planner • Austin, TX, US

    [internal_linking.related_jobs]
    Senior Financial Planner

    Senior Financial Planner

    Kestra Holdings • Austin, TX, United States
    [job_card.full_time] +1
    Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditio...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Analyst

    Senior Financial Analyst

    Coinbase • Austin, Texas, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Pflugerville, Texas, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Development Executive, Gartner for Finance Leaders, LE

    Business Development Executive, Gartner for Finance Leaders, LE

    Gartner • Austin, TX, United States
    [job_card.full_time]
    Our Business Development teams play a critical role in expanding Gartner's presence across the global market.Gartner Business Development Executives strategically acquire new clients by cultivating...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Planner - AI Trainer ($150 per hour)

    Remote Financial Planner - AI Trainer ($150 per hour)

    Mercor • Austin, Texas, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Executive Partner - Banking & Financial Services (Wealth Management & Investments)

    Executive Partner - Banking & Financial Services (Wealth Management & Investments)

    Gartner • Austin, TX, United States
    [job_card.full_time]
    Gartner Executive Programs (ExP) is a service within Gartner Executive Technology Services (ETS) and is the indispensable tool for digital leaders. It is an exclusive, membership-based organization ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Lead Financial Analyst (Retro Studios)

    Lead Financial Analyst (Retro Studios)

    Nintendo of America Inc. • Austin, TX, United States
    [job_card.full_time]
    Founded in 1998, Retro Studios is a wholly owned subsidiary of Nintendo Co.Working hand-in-hand with Nintendo, we craft award-winning titles for the company's cutting-edge platforms, blending innov...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • Austin, Texas, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director for Financial Planning and Forecasting

    Director for Financial Planning and Forecasting

    University of Texas at Austin • Austin, TX, United States
    [job_card.full_time]
    Director for Financial Planning and Forecasting.Your skills will make a difference.You'll be working for a university that is internationally recognized for our academic programs and research.Your ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Ferrovial • Austin, TX, United States
    [job_card.full_time]
    Join Ferrovial : Where Innovation Meets Opportunity.Are you ready to elevate your career with a global leader in infrastructure solving complex problems and generating a positive outcome on people's...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor II

    Financial Advisor II

    Baylor Scott & White Health • Austin, TX, United States
    [job_card.full_time]
    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Bayl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor Experienced Professionals

    Financial Advisor Experienced Professionals

    First Command Financial Services • Austin, TX, United States
    [job_card.full_time]
    At First Command, we’ve been guiding military families toward financial security since 1958.We're looking for seasoned financial advisors who are ready to elevate their impact.This independent cont...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Data Analyst | Automotive Aftermarket

    Senior Financial Data Analyst | Automotive Aftermarket

    Epicor • Austin, TX, United States
    [job_card.permanent]
    Transform data into actionable insights! As a Senior Financial / Data Analyst, you will analyze and interpret complex data sets, collaborate with stakeholders, and drive process improvements.You will...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Planner

    Financial Planner

    TradeJobsWorkForce • 73301 Austin, TX, US
    [job_card.full_time]
    Financial Planner Job Duties : Provide financial planning and investment advisory services.Res...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Circuit of the Americas • Del Valle, TX, United States
    [job_card.full_time]
    Financial Planning & Analysis Manager.Circuit of The Americas (COTA) is a 365-entertainment destination for world-class events located in Austin, TX. The sports and entertainment portfolio at COTA i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Licensed Global Financial Investing Services, Specialist

    Licensed Global Financial Investing Services, Specialist

    Charles Schwab • AUSTIN, TX, US
    [job_card.full_time]
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Planning & Analysis Manager

    Senior Financial Planning & Analysis Manager

    MongoDB • Austin, TX, United States
    [job_card.full_time]
    MongoDB is seeking a Senior Manager of Sales Financial Planning and Analysis (FP&A) to lead the global sales forecasting and reporting process. You will be responsible for financial planning, foreca...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Analyst, FP&A

    Senior Financial Analyst, FP&A

    Coinbase • Austin, Texas, United States
    [filters.remote]
    [job_card.full_time]
    Ready to be pushed beyond what you think you’re capable of?.At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, ...[show_more]
    [last_updated.last_updated_30] • [promoted]