Financial Advisor & Planning Partner

Posted 15 days ago

pax financial groupSan Antonio (TX)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

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. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.