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

Join the Kyle Wealth Team – Where Experience Meets Opportunity: If you’re an established financial services or insurance professional, your track record of discipline, resilience, and client dedication can reach new heights here. Backed by the combined strength of Prudential and LPL Financial, the Kyle Wealth Team provides the platform, resources, and growth pathways to expand your practice, deepen client relationships, and maximize your career potential.

Responsibilities:

Develop personalized financial plans covering budgeting, retirement, insurance, and education planning.
Build lasting client relationships by offering ongoing financial advice and support.
Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow.

An Ideal Candidate:

Has some or all of the following certifications:
- Series 7
- Series 66
- 215 Life/Health Insurance License
Has strong interpersonal skills and a desire to help clients achieve personal financial milestones.
Brings a mindset of discipline, teamwork, and continuous growth—qualities that have helped athletes and goal-oriented individuals excel in this environment.
Is open to career growth within both financial planning and wealth advisory services over time.

Top Reason Athletes Could Excel Here:

Competitive Drive: Athletes’ desire to excel fuels them to surpass goals and deliver excellent service.
Discipline and Time Management: Their experience balancing responsibilities translates to managing client portfolios effectively.
Goal-Oriented: Athletes’ focus on setting and achieving goals drives them to help clients reach financial success.
Resilience: Athletes are accustomed to facing challenges and persevering, key traits for overcoming obstacles in their career.
Teamwork and Collaboration: Used to working in teams, athletes thrive in collaborative environments, achieving client-focused results.

About Us:
Founded in 1875, Prudential Financial is a Fortune 100 leader recognized for its legacy of helping individuals and institutions achieve financial security. Serving millions worldwide with insurance, investment, and financial solutions, Prudential is known for innovation, integrity, and empowering both clients and financial professionals.

Partnering with Prudential is LPL Financial, a Fortune 500 independent broker-dealer that provides financial professionals with the tools, resources, and open-architecture platform needed to deliver customized, non-proprietary solutions that meet each client’s unique needs.

Within this framework, the Kyle Wealth Team—led by Naples, FL–based Jason Kyle, a financial professional with over 15 years of experience—offers a thriving, growth-oriented environment for advisors. Backed by the combined strength of Prudential and LPL, team members gain the support, technology, and brand power to build meaningful client relationships, advance their careers, and achieve impactful results. This opportunity is ideal for driven professionals—whether athletes, innovators, or goal-oriented individuals—who value discipline, teamwork, and resilience. Candidates holding certifications such as Series 6, Series 66, and 215 Life/Health are strongly encouraged to apply.

Our Differentiators:

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

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

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.

Compensation: $104,300.00 - $167,500.00 per year

(if you already have a resume on Indeed)