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 - 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.

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.

Meet Regional Director, Jason Kyle: Jason offers financial professionals an exciting opportunity to grow within a thriving, well-supported practice that is expanding across Florida. With over 15 years of industry experience, he assumed this role in September 2024. He is also 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:

Is a 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/

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, innovator, or goal-oriented professional, this environment rewards discipline, teamwork, and resilience—traits that drive success in this career path. We are seeking a driven Wealth Services professional who has some or all of the following certifications and desires to take their career to the next level: Series 6, Series 66, 215 Life/Health.

Training and Development:

You will receive comprehensive training and have opportunities for both in-person and Zoom leadership training sessions. Following foundational training, our region is committed to providing extensive field and office support to new advisors. This hands-on approach continues until you achieve self-sufficiency in both skills and development.

Upward Mobility:

You will have the potential to advance their careers and grow their own teams at their own pace. The organization actively encourages upward mobility and offers abundant opportunities for career advancement that are unique in the industry.

An Ideal Candidate:

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 some or all of the following certifications:

Series 7

Series 66

215 Life/Health Insurance License

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.