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Job Description
Senior Financial Advisor Location:
Naples, FL Pay:
$150,000 to +$300,000 per year About PFS Wealth Management Group PFS Wealth Management Group is an independent, value-driven wealth management and insurance solutions firm based in Naples, FL. Since 2009, we have helped individuals, families, and business owners across Florida and beyond build, preserve, and pass on their legacies through holistic retirement, investment, protection, and succession planning. Why Join PFS Wealth Management?
Real Lead Flow:
Advisors receive 20+ leads per month from our seminars, television program, digital marketing, existing database, referral network, and internal client opportunities, distributed on a round-robin basis with increased flow to top producers.
Dedicated Support Team:
Relationship coordinators, appointment setters, operations, marketing, and branding support so you can focus on client relationships and revenue-generating activities.
Open-Architecture Platform:
Access to investment and insurance solutions designed around client needs, not shareholder products.
Culture:
Our FAITH values (Faith, Abundance Mindset, Integrity, Togetherness, Healthy) guide how we serve clients and one another.
Future Ownership:
High-performing advisors who align with our culture may be considered for future equity participation.
Responsibilities Manage and Grow Your Book:
Deepen existing client relationships and develop new ones through our lead flow and your own network.
Conduct Client Reviews:
Lead planning meetings and identify opportunities across retirement income, protection, group health, and business succession.
Develop New Business:
Engage with provided leads, prospect strategically, build referral relationships, and grow your practice.
Hit Production Goals:
Meet or exceed revenue goals while delivering exceptional client service.
Collaborate:
Work closely with the PFS team across operations, investment, insurance, and marketing.
Who We're Looking For Experience:
10+ years of successful financial sales or advisory experience.
Production Track Record:
Demonstrated history of bringing on and closing business at meaningful levels.
Licensing:
Life, Health & Annuities licenses required.
Securities Registration:
Series 63 and 65 (or Series 66) required.
Book of Business:
Existing book welcomed but not required. Our lead flow supports advisors at every stage.
Client Focus:
Strong relationship-building, consultative, and client-first mindset.
Values Alignment:
Alignment with PFS values and culture.
Compensation Competitive Commission Structure:
Earnings on insurance, annuity, and advisory production, with higher payout opportunities on self-generated business.
Forgivable Transition Draw:
Six-month forgivable draw on a declining schedule to support your transition.
Earning Potential:
Target compensation of $150,000 to $300,000+ per year, depending on production and ramp.
Future Equity:
High-performing advisors may be considered for future equity participation in the firm.
Benefits Health Insurance:
National PPO plan with PFS covering 50% of the monthly premium.
Life Insurance:
$50,000 employer-paid term life policy.
Retirement:
Profit-sharing plan plus 3% Safe Harbor employer contribution after first year of employment.
Errors & Omissions Insurance:
Fully covered by PFS.
Licensing Fees:
State insurance licensing fees covered by PFS.
Professional Development:
CFP education and exam reimbursement upon successful completion, industry conferences and educational events, and performance-based incentive trips. Paid time off Flexible schedule Relocation assistance Referral program
Job Details Job Type:
Full-time Work Location:
In person,
Naples, FL Pay:
$150,000.00 - $300,000.00 per year
Benefits:
Flexible schedule Health insurance Life insurance Paid time off Paid training Parental leave Professional development assistance Relocation assistance Retirement plan Application Question(s): Do you currently hold a valid Series 65 or Series 66/7, along with a Life & Annuity insurance license? Ability to
