Private Client Advisor

Masterworks; Los Angeles (CA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Daily catered lunches

Free admission to art museums and Gal­

Health, dental, and vision coverage - 

Paid Parental Leave

PTO

401k

Commuter Benefits

Happy hours, company outings

Job summary

Masterworks Advisers in Los Angeles is seeking a Private Client Advisor to build trusted relationships with UHNW prospective clients who visit our LA gallery. You will meet around 50 prospects daily at evening events featuring multi-million dollar paintings and educate them on investing in art via Masterworks.

This role requires a strong track record in private banking or alternative investments, with a Series 65 license or the ability to obtain one.

Qualifications

• 5+ years of experience in financial advising or related client relationships.
• Proven ability to build new relationships with UHNW/HNW clients.
• Series 65 license (or ability to obtain) required.

Responsibilities

• Attend evening gallery events to meet UHNW clients at the LA gallery.
• Advise clients on art-investing opportunities on Masterworks platform.
• Follow up with clients by phone or in-person meals after meetings.

Skills

Relationship management

UHNW clients

In-person selling

Portfolio construction

Series 65 license

Job description

Masterworks Advisers is a Registered Investment Adviser 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.

Role Overview

As a Private Client Advisor for Masterworks Advisers, you will be responsible for building trusted relationships with UHNW prospective clients who visit our art gallery in-person. You will meet around ~50 prospects per day in-person, at evening art events with multi-million dollar paintings by artists like Banksy and Basquiat, and educate them on the benefits of investing in art.

Key Responsibilities

• Attend evening gallery events at 4pm, 5pm, and 6pm M-F to meet UHNW clients that our marketing team has invited to the LA gallery
• Advise UHNW clients on how to begin investing in art based on active investment opportunities on the Masterworks platform
• After meeting clients at the gallery, follow-up with them via phone or in-person breakfasts or lunches, or at events

Required

• 5+ years of experience in financial advising, private banking, or alternative investments, or similar relationship-driven roles.
• Proven track record of building new relationships and managing long-term relationships with UHNW and HNW clients
• Strong understanding of portfolio construction and alternative asset allocation
• Exceptional in-person interpersonal skills with the ability to establish trust and credibility with sophisticated investors
• Results-driven, competitive mentality with demonstrated ability to close business
• Based in LA and willing to work M-F at our LA gallery
• Series 65 license from FINRA (or ability to obtain)

Preferred

• Experience with alternative investments (art, private equity, real assets, or hedge funds)
• Strong interest in contemporary art and cultural markets
• CFP, CFA, or similar credentials (not required)

Benefits include:

Daily catered lunches Free admission to art museums and galleries Health, dental, and vision coverage with FSA options Paid Parental Leave PTO 401k Commuter Benefits Happy hours, company outings, and more