Established Financial Planner with Robust BD

Kyle Wealth Team

Established Financial Planner with Robust BD

Fort Myers, FL +2 locations
Full Time
Paid
  • Responsibilities

    Benefits:

    Deferred Comp Plan Potential

    Private Office Expense Support

    Mutual Fund Investment Plan

    Pension Enhancement

    401(k)

    401(k) matching

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Regional Director Jason Kyle and his team in Florida are excited to expand the established offices along the Gulf Coast of FL, from Naples up to Tampa and everywhere in between! With substantial growth underway across our region of markets, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business and making a meaningful impact in the local community.

    Our Differentiators:

    Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.

    Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.

    Growth Opportunities: Buy books of business, build assets, or create a practice to sell—a rare path to long-term success.

    Leadership and Management Potential: Earn additional bonuses by leading and developing teams.

    FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.

    Business Development Services: Back-office and administrative support to free up your time for growth.

    Flexible Work Options: Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.

    About Prudential Regional Director, Jason Kyle:

    Jason offers financial planners an exciting opportunity to grow with a strong, well-supported practice expanding across Florida.

    With over 15 years of industry experience, Jason took on this role in September 2024, building on a financial services career that began in 2010. Outside of business, Jason is deeply committed to community involvement, serving as VP of Keep Tampa Bay Beautiful, an ambassador for the Chamber of Commerce, and founder of CLEAN, promoting environmental stewardship. Personally, a lifelong Chiefs and Cardinals fan, he also enjoys comic books, spending time with his family, snow skiing, and competing at pinball league nights.

    Follow this link to meet Jason on LinkedIn: https://www.linkedin.com/in/jasonkyle1/

    With the Support of Prudential and LPL Financial:

    As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.

    Licensing and Education Requirements:

    We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services:

    Series 7

    Series 66

    215 Life/Health Insurance License

    4-year college degree (preferred)

    Position Benefits and Compensation:

    401(k) with matching contributions

    Cash Balance Pension Plan

    Pension enhancement for top financial professionals

    Private office expense support

    Competitive compensation and bonuses

    Expressed payouts on Life Insurance & Annuity products

    Deferred compensation plan for eligible financial professionals

    Medical, dental, vision benefits & healthcare reimbursement account

    Life insurance, accident insurance, and disability income insurance coverage

    Mutual fund investment plan

    Business programs and conferences

    Join Us in Making an Impact!

    We are a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, consider joining Jason, Prudential, LPL Financial, and our dedicated local team today!

    Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.

  • Locations
    Fort Myers, FL • Naples, FL • Bradenton, FL