What are the responsibilities and job description for the Wealth Advisor with Athletic Background position at Kyle Wealth Team?
Benefits:
Join the Kyle Wealth Team - Backed by Prudential and LPL Financial!
About Prudential:
Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike.
About LPL Financial:
As a Fortune 500 independent broker-dealer, LPL Financial provides financial professionals with the tools, resources, and support to grow their practices and deliver exceptional service. LPL’s open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs.
About the Kyle Wealth Team
Under the leadership of Jason Kyle, a seasoned Naples, FL resident with 15 years of experience, the Kyle Wealth Team offers financial professionals an exceptional opportunity to grow within a thriving, well-supported practice. Backed by the robust resources of Prudential and LPL Financial, you’ll have the tools to build meaningful client relationships, advance your career, and achieve impactful results. Whether you’re an athlete, or goal-oriented professional, this environment rewards discipline, teamwork, and resilience—traits that drive success in this career path.
Top Reason Athletes Excel Here:
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.
- 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 - Backed by Prudential and LPL Financial!
About Prudential:
Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike.
About LPL Financial:
As a Fortune 500 independent broker-dealer, LPL Financial provides financial professionals with the tools, resources, and support to grow their practices and deliver exceptional service. LPL’s open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs.
About the Kyle Wealth Team
Under the leadership of Jason Kyle, a seasoned Naples, FL resident with 15 years of experience, the Kyle Wealth Team offers financial professionals an exceptional opportunity to grow within a thriving, well-supported practice. Backed by the robust resources of Prudential and LPL Financial, you’ll have the tools to build meaningful client relationships, advance your career, and achieve impactful results. Whether you’re an athlete, or goal-oriented professional, this environment rewards discipline, teamwork, and resilience—traits that drive success in this career path.
Top Reason Athletes 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.
- 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.
- Offers financial professionals an exciting opportunity to grow within a thriving, well-supported practice expanding across Florida.
- Brings over 15 years of industry experience, having assumed this role in September 2024.
- Deeply committed to community involvement, serving as:
- Vice President of Keep Tampa Bay Beautiful
- Ambassador for the Chamber of Commerce
- Founder of CLEAN, promoting environmental stewardship
- Personally, Jason:
- University of Missouri Graduate
- Is a lifelong KC Chiefs and STL Cardinals fan!
- Cherishes family trips in the Caribbean and to Disney!
- Loves snow skiing and competing at pinball league nights!
- Meet Jason on LinkedIn: https://www.linkedin.com/in/jasonkyle1/
- 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.
- 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.
- Has (or has the willingness to quickly acquire) the Following Certifications:
- Series 7
- Series 66
- 215 Life/Health Insurance License
- 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.
