What are the responsibilities and job description for the Financial Advisor position at PFS Wealth Management Group?
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
Salary : $61,000 - $150,000