Senior Financial Planner

Job Description

Summary:

A Senior Financial Planner prepares comprehensive financial life planning, conducting client-specific research, coordinating with outside service providers, and developing recommendations.

Essential Job Functions:

• Strong business, economic and investments acumen
• Development of comprehensive personal and business financial plans.
• Participate and lead client meetings to aid in communication regarding financial plans.
• Contribute to the full range of financial planning areas, including cash flow management, debt management, retirement planning, estate plan review, real estate analysis, insurance evaluation, employee benefits review, tax analysis, investment management and education planning.
• Partner with clients to ensure they take action and hold them accountable.
• Provide concierge level service to a select group of clients.
• Provide education to help clients meet their goals and achieve financial health.
• Interact with the rest of our team to improve procedures and grow the firm.
• Train other planners on our approach to financial planning
• Identify banking solutions that can serve business clients

Competencies:

• Proficiency in MoneyGuidePro
• Strong computer skills
• Strong written and verbal communication skills.
• Ideal team members for our office culture will have a strong work ethic, be self-motivated, and have collaborative and interpersonal skills
• Above average ability in time management and organizational skills
• Strong business, economic and investments acumen 
• Strong verbal, written and interpersonal communication skills   
• Strong technology aptitude and mental agility 

Work environment

Professional office environment

Travel required

• Infrequent domestic travel for training
• Periodic local travel by personal vehicle

Required education and experience

• CFP® designation
• Bachelor’s degree required; Finance, Accounting, Business or Economics preferred
• At least 5 years’ experience
• 4-year college degree from an accredited university
• Healthy compliance record in prior position(s)
• Ability to create and foster strong partnerships with employees and business partners
• FINRA Series 66 (or 65 & 63) or Certified Financial Planner™ designation

Preferred education and experience

• Residence within the Greater San Antonio Area
• Established network of centers of influence

Additional eligibility requirements

• Ability to interact and operate technologies common in the Financial Services industry (CRM, calendars, planning software)
• Willingness to continuously enhance and reinforce the PAX culture
• Personal belief in the capitalistic model responsible for the current US economic market

PAX Financial Group Offers:

• Sponsorship of industry licensing and credentialing
• 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