Financial Advisor

Job description:

Financial Advisor

Location: Naples, FL

Company: PFS Wealth Management Group — an independent, value-driven wealth-management and insurance-solutions firm that helps clients build, preserve, and pass on their legacies.

Why join us?

• Be part of a boutique firm with a purpose: at PFS, we don't "sell products to please the shareholders"—our priority is our clients and their life goals
• Access an open-architecture investment and insurance platform, including protection, group health, business-succession planning, retirement income, and high-net-worth strategies
• Join a growing team with a track record: since 2009, we've been helping individuals, families, and organizations in FL (and beyond) build meaningful retirement strategies.
• Culture you'll appreciate: our FAITH values (Faith, Abundance mindset, Integrity, Togetherness, Healthy) guide how we serve clients and one another.
• Competitive earning potential and uncapped upside for self‐motivated advisors who want to build and grow their practice.

Role & Key Responsibilities

As a Financial Advisor with PFS, you will:

• Manage & grow
   your book of business—leverage existing clients + generate new relationships.
• Conduct review meetings
   with your existing clients, ensuring their financial plan remains aligned with their life goals; identify opportunities for protection, group health, retirement income, business succession, etc.
• Develop new business
  —prospecting, networking, referrals, and engaging both individual and business clients (small to middle market).
• Meet or exceed revenue goals
  , while delivering service excellence, advice, and solutions customized to each client.
• Collaborate with the PFS team and contributions of the broader platform: operations, investment/insurance strategy, and marketing support.

Who we're looking for

Education & Preferred Qualifications:

• At least 
  2-3 years of successful financial sales experience
   (advisory, insurance, group benefits, etc).
• Holding or able to obtain the following licenses: Life, Health & Annuities.
• Series 63 and 65 (or Series 66) required.
• Demonstrated ability to build and grow relationships, a consultative mindset, and a service-first attitude.
• Self-motivated, entrepreneurial, deadline-driven, and excited by the idea of building a meaningful career with strong upside.
• Alignment with our culture: integrity, client-first, teamwork, growth mindset, and a healthy approach to life and business (consistent with our FAITH values).

Compensation & Benefits

• Full-time, commission-based
   role with uncapped earnings.
• First-year expected earnings: 
  $61,000 – $150,000
  , depending on experience and book size, with high growth potential.
• Additional perks may include marketing support, a lead-generation platform, mentoring, access to open-architecture products, and a dynamic go-to-market system.

Job Type: Full-time

Benefits:

• Flexible schedule
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Work Location: In person