What are the responsibilities and job description for the Financial Planner with Robust Support position at Kyle Wealth Team?
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 :
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 :
Position Benefits and Compensation :
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.
Salary : $109,800 - $173,900
