Senior Art Investment Advisor for High-Net-Worth Clients

Masterworks; New York (NY); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Daily catered lunches

Free admission to art museums

Health, dental, and vision coverage

PTO and 401k

Paid Parental Leave

Job summary

A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate will have over 5 years of experience in investment advising, a strong communication ability, and a FINRA Series 65 license. The company offers a competitive salary, daily catered lunches, comprehensive health coverage, and a vibrant work environment.

Qualifications

• 5+ years of experience in investment advising or a similar client-facing role.
• Demonstrated track record of managing high-value client relationships.
• Ability to communicate with sophistication and professionalism with high-profile investors.

Responsibilities

• Serve as a senior advisor, providing guidance on blue-chip art as an alternative asset.
• Lead portfolio reviews and present investment opportunities.
• Cultivate long-term relationships with investors to maximize investment activity.

Skills

Investment advising

Financial advising

Client relationship management

Communication (verbal and written)

CRM tools proficiency

Education

FINRA Series 65 license

Tools

HubSpot

Job description

A leading investment advisory firm in New York is seeking a Senior Investment Advisor to join their team. This role involves guiding clients through art-related investments, managing high-value relationships, and delivering exceptional investor experiences. The ideal candidate will have over 5 years of experience in investment advising, a strong communication ability, and a FINRA Series 65 license. The company offers a competitive salary, daily catered lunches, comprehensive health coverage, and a vibrant work environment.