Pax Financial Group Jobs in United States

We are seeking a detail oriented and strategic Investment Operations Manager to lead the execution and optimization of our firms investment operations. · This role ensures seamless coordination across trading reporting billing compliance custodians and internal systems while supp ...

Job Description · PAX Financial Group is seeking experienced Financial Planners to provide unbiased financial expertise to clients through behavioral finance, holistic planning, and plan execution. · A degree from an accredited university · A CFP designation · ...

Investment Operations Manager · PAX Financial Group is a San Antoniobased Registered Investment Adviser committed to helping families and business owners manage wealth with purpose. Our mission is to equip people with personalized advice and strategic planning that fuels generos ...

Financial Planner Position · As a guide for clients seeking unbiased financial expertise, · our Financial Planners deliver behavioral finance, holistic planning and plan execution. · Qualifications include a college degree, · CFP designation and strong business acumen. · ,, Stron ...

Job Description · The Client Service Associate (CSA) plays a vital role in working directly under the COO alongside Financial Advisors. The CSA does not make investment decisions but works with the Advisor team to ensure funds are invested according to asset allocation and risk t ...

A financial advisor is sought by PAX Financial Group to deliver holistic financial planning while proactively developing and expanding a book of business. · Blend technical financial expertise with relationship management behavioral coaching and strategic guidance. · Proactively ...

The Client Service Associate CSA is critical in working directly under the COO alongside Financial Advisors. · Responding to clients emails letters and phone callsHandling client transactional requestsSolving client related problemsProviding trade instructions to trade teamsSched ...