Established Financial Planner with Robust BD Position Available In Lee, Florida

Established Financial Planner with Robust BD Kyle Wealth Team Fort Myers, FL Job Details Full-time $109,800 – $173,900 a year 2 days ago Benefits Disability insurance Health insurance Dental insurance 401(k) Cash balance pension plan Pension plan Work from home Vision insurance 401(k) matching Opportunities for advancement Flexible schedule Life insurance Qualifications 11+ years Series 66 Series 7 Senior level

Full Job Description 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 are excited to drive growth across Florida, from the Gulf Coast to the Atlantic, and everywhere in between! With significant expansion underway throughout the state, we are actively seeking experienced Financial Planners to join our dynamic team. This is a unique opportunity to play a key role in shaping the future of our growing business and making a meaningful impact on communities across Florida.

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. Flexible work from home options available.