Art-Asset Wealth Advisor for HNW Clients

Masterworks; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Daily catered lunch

Free admission to art museums and artG

Health, dental, and vision coverage

Paid parental leave

PTO and 401(k)

Discounted Equinox membership

Happy hours and social clubs

Job summary

Masterworks is seeking a Wealth Advisor to expand our investor community and deepen relationships with high-net-worth clients. You will advise on art securities as part of diversified portfolios and manage ongoing portfolio reviews.

No art background is required; we provide comprehensive training on the art market and Masterworks investments. The role emphasizes consultative guidance, forecasting, and strategic conversations with sophisticated investors.

Qualifications

• 4+ years of relevant experience in investment or financial advisory roles.
• Experience building relationships with high-net-worth investors.
• Ability to communicate with sophistication and professionalism.
• Licensing: Series 65 or 66; willingness to earn Series 65 within 60 days.
• CRM experience preferred; HubSpot experience is a plus.
• Interest in alternative assets and macroeconomics.

Responsibilities

• Serve as a trusted advisor to high-net-worth investors.
• Grow an established base of HNW clients through portfolio reviews and opportunities.
• Present new investment opportunities and drive investment decisions.
• Maintain deep client relationships to increase activity and lifetime value.
• Use CRM tools and data dashboards to manage pipeline and metrics.
• Collaborate with Product, Marketing, and Finance Operations on objectives.

Skills

Relationship building

Communication

Time management

Organizational skills

Problem solving

Macro economics interest

Tools

HubSpot CRM

Job description

Masterworks is seeking a Wealth Advisor to expand our investor community and deepen relationships with high-net-worth clients. You will advise on art securities as part of diversified portfolios and manage ongoing portfolio reviews.

No art background is required; we provide comprehensive training on the art market and Masterworks investments. The role emphasizes consultative guidance, forecasting, and strategic conversations with sophisticated investors.