Job Description
Financial Advisor - Strategic Capital Architect Island Wealth Strategies is expanding. We are seeking high-caliber financial professionals who are driven to build something meaningful, not simply sell products, but architect strategic capital solutions for leaders, enterprises, and impact-driven families. This is not a salaried position. This is an opportunity for builders. Who We Are Island Wealth Strategies is a strategic capital advisory firm partnering with privately held and publicly traded enterprises, executive leadership teams, professional athletes, Hall of Fame athletes, nonprofit institutions, and multi-generational families building enduring legacies. Headquartered in Texas, our firm has been recognized by Forbes for the past two years among the Top 1% of Best-In-State Financial Advisors in Texas. We serve founders, CEOs, board members, executive teams, and sophisticated families who require disciplined capital strategy, intelligent liquidity design, risk management, and long-range planning aligned with vision. We operate at the intersection of growth, protection, and access. We are not product-forward. We are outcome-driven. The Opportunity This is a commission-based role designed to reward ownership, initiative, and performance. For the right advisor, this structure provides uncapped earning potential and the ability to build a long-term book of business supported by institutional-level infrastructure. Advisors at Island Wealth Strategies operate as relationship leaders. You focus on building trust, expanding relationships, and generating new business while leveraging a full internal support team of CFPs, CFAs, portfolio specialists, alternative investment professionals, and advanced planning experts who manage design, reporting, analysis, and backend execution. This is a hybrid growth model; supported and self-driven. What You Will Do: Relationship & Advisory Leadership Build and manage long-term, trust-based client relationships Serve as primary relationship lead for individuals, families, enterprises, and professional athletes Develop strategic financial and capital plans aligned with client goals Represent the IWS brand with professionalism, discretion, and credibility Growth & Business Development Generate new business through network development and strategic partnerships Convert warm leads, enterprise relationships, and inbound prospects into long-term clients Cultivate centers of influence and expand into new markets Grow and manage a client book aligned with our $100M in 1,000 Days strategy Maintain an active pipeline of qualified prospects Strategic Collaboration Partner with internal CFPs, CFAs, and advanced planning professionals Leverage full back-end support including administrative, compliance, and operations teams Operate within regulatory requirements and maintain professional documentation standards What We Provide We invest in our advisors, and we reward production. To support your ramp-up and success, IWS provides : Expense allowance for the first 3 years Training allowance for the first 3 years Structured onboarding and executive mentorship Access to advanced planning resources Brand positioning and marketing infrastructure Cutting-edge technology systems and operational support Direct access to internal CFPs, portfolio specialists, and alternative investment professionals A fully integrated operations team so advisors can focus on relationships and revenue generation Advisors Will Work With: Our existing book of business Our active pipeline of qualified prospects Our current waitlist of inbound opportunities Who Thrives Here This opportunity is ideal for professionals who: Are confident in their ability to build and close business Prefer uncapped earning potential over guaranteed salary Want to operate in a high-performance, disciplined environment Are coachable and growth-oriented Value autonomy while contributing to a unified vision Seek to build a long-term legacy practice This is not a fit for someone seeking guaranteed income without production expectations. What You Bring Active Series 7 and Series 66 licenses required Minimum of 2 years of experience in financial services or revenue-generating advisory roles Demonstrated success building and expanding client r