Financial Advisor

Masterworks; New York (NY); On-site; USD 110,000 - 190,000; Full time

Benefits offered by this job

Daily catered lunches

Free admission to art museums and galleries

Health, dental, and vision coverage with FSA options

Job summary

A leading investment firm in New York City is seeking an Investment Advisor to grow its investor community by guiding new and existing investors through art investments. Responsibilities include providing portfolio reviews, advising on alternative assets, and leveraging CRM tools to track performance. Candidates should have 3+ years in investment advising, a Series 65 license, and strong communication skills. The firm offers a dynamic work environment and significant benefits including catered lunches and health coverage.

Qualifications

• 3+ years of experience in investment advising, financial advising, or a similar client-facing role.
• Proven ability to thrive in a fast-paced, multi-task environment.
• Passion for the business of art is a plus — no prior art knowledge required.
• Interest in alternative assets, financial markets, and macroeconomics.
• Excellent organizational, problem-solving, and time management skills.

Responsibilities

• Advise investors on blue-chip and other alternative assets.
• Conduct portfolio reviews and present new investment opportunities.
• Re-engage inactive investors and convert them back into active members.
• Utilize CRM tools to manage pipeline and track performance.
• Utilize CRM tools to manage pipeline and track performance.
• Deliver an excellent onboarding and advisory experience across investor profiles.
• Collaborate with Product, Marketing, and FinOps to achieve business objectives.

Skills

Investment advising experience

Clear communication with high-profile investors

Knowledge of alternative assets

Organization and time management

Time management

Education

Series 65 license from FINRA

Tools

CRM tools (e.g., HubSpot)

Job description

Overview

Masterworks Advisers is a Registered Investment Advisor that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market. Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City\'s Financial District.

Why Masterworks?

If you answered "Yes" to any of the below, we\'d love to hear from you!

• Are you passionate about democratizing alternative investments?
• Are you interested in working for a disruptive start-up, focused on a new asset class?
• Do you enjoy meaningful work that has a noticeable impact on business performance?

Position Overview

As an Investment Advisor for Masterworks Advisers, you will play a pivotal role in growing our investor community — whether guiding prospective investors through their first art investment or nurturing relationships with our established member base. You will be matched to one of two advisory teams based on mutual fit identified during the interview process:

• New Investor Onboarding: Serve as the first point of contact for prospective clients. Educate and advise individuals on how blue-chip art and other real or digital assets (gold, Bitcoin, etc.) can enhance their portfolio, conducting 10–20 pre-scheduled calls per day with warm, pre-qualified leads — no cold calling.
• Existing Investor Growth: Engage with our established member base to drive repeat investment activity, conduct annual portfolio reviews discussing highlights and lowlights, present new artwork offerings, and identify expansion opportunities to maximize investor lifetime value.

Regardless of team, you will leverage knowledge of financial markets, portfolio construction, and macroeconomics to deliver an exceptional advisory experience. Extensive training on the art market, art as an asset class, and Masterworks offerings is provided.

Responsibilities

• Advise investors on the role of blue-chip and other real or digital assets (gold, bitcoin, etc.) art as an alternative asset within a diversified portfolio
• Conduct portfolio reviews, present new artwork investment opportunities, and close investment decisions
• Re-engage inactive or lapsed investors and convert them back into active platform members (existing investor track)
• Cultivate and maintain strong, long-term relationships with investors to support ongoing investment activity
• Utilize CRM tools and dashboards to manage pipeline, track performance, and improve efficiency
• Deliver an excellent advising and onboarding experience across a wide range of investor profiles
• Ideate, design, and test new strategies to uncover growth vectors and increase KPIs
• Collaborate cross-functionally with Product, Marketing, and FinOps to achieve business objectives

Team Overview

• Masterworks Advisers is a team of ~15 advisors and growing
• Advisors come from diverse professional backgrounds with a wide range of experience levels
• Team placement (new investor onboarding vs. existing investor growth) is determined during the interview process

Requirements & Preferred Skills

• 3+ years of experience in investment advising, financial advising, or a similar client-facing role
• Ability to confidently and professionally communicate with high-profile investors (verbal and written)
• Strong interest in alternative assets, financial markets, and macroeconomics
• Excellent organizational, problem-solving, relationship-building, and time management skills
• Series 65 license from FINRA (required)
• Proven ability to thrive in a fast-paced, multi-task environment
• Experience using CRM tools is a plus (e.g., HubSpot)
• Passion for the "business of art" is a plus — no prior art knowledge required

Benefits

Benefits include:

• Daily catered lunches
• Free admission to art museums and galleries
• Health, dental, and vision coverage with FSA options