Financial Advisor

Posted 7 Hours Ago
Be an Early Applicant
New York, NY, USA
In-Office
80K-125K Annually
Entry level
Marketing Tech • Financial Services
The Role
Lead guided 60-minute museum tours for prospective investors, explain Masterworks business and art-market prices/trends, drive follow-up outreach to schedule meetings, manage event logistics, and cultivate community connections to source attendees. Work toward Series 65 licensing and transition into a client-facing Financial Advisor role.
Summary Generated by Built In
About Masterworks

Masterworks is the leader in creating investment products for art, and the largest buyer in the art market.  We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by names like Banksy, Basquiat, and Picasso. We've been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times.

About the Role

A core part of our business is events, and we are looking for polished, finance-minded communicators to lead guided museum tours with a focus on prices and trends in the art market to prospective investors at local museums, galleries, and other art-related spaces.

As the on-site Masterworks expert, you will be responsible for using these venues to educate potential investors on the:

  • The Masterworks business
  • Offering them a “market guide,” created for the event or museum/gallery location, which includes the value of artworks in the collection, market trends on different artists, and more
  • Insights into what segments of the art market are most investable and perform the best, and those that do not
  • After the tour, ultimately getting each prospective investor to agree to schedule a meeting to learn more about Masterworks.
Why This Role?
  • Are you looking to launch a career as a Financial Advisor, with real client-facing experience from day one?
  • Are you comfortable talking about markets, returns, and diversification, using art as the asset class?
  • Do you want to build relationships with high-net-worth individuals and understand how they think about their portfolios?
  • Do you want front-line, client-facing experience and a foundation for a career in wealth management, private client services, or investment sales?
  • Do you want to be the in-person face of one of the most talked-about platforms in alternative investing?

If that's you, we'd love to talk.

Path to Licensing

This role does not require a license to start. You'll spend up to your first year building in-person client experience through our investor events program while working toward a Series 65 license, with the goal of transitioning into a book-building Financial Advisor role with Masterworks Advisers.

Responsibilities
  • Host ~60-minute guided museum tours for groups of 8–15 prospective investors 3-5 days per week, from 3pm - 7pm each evening
  • Get 70%+ of groups to schedule calls with Masterworks representatives to learn more about membership and investing in art
  • Own all post-tour follow-up, multi-touch outreach (call, email, text) to every attendee until they book a meeting or opt out
  • Find new ways to invite people to events within your community, by reaching out to angel investing groups, attending community events, and other opportunities
  • Manage on-site event flow: check-in, ticketing, group pacing, and a professional close
Requirements / Skill Sets
  • Background or education in finance, economics, or business
  • Exceptional in-person presence and public speaking, you can hold a room of accomplished adults for an hour
  • Background or education in finance or business
  • Willingness to pursue Series 65 licensing within your first year
  • Genuine interest in the art market as an asset class (a formal art background is not required)
  • Strong, professional written communication for follow-up email and text
  • Highly self-directed and organized, you'll manage your own follow-up cadence between tours without daily oversight
  • Well-networked within your community, belonging to membership organizations and attending community events
Nice to Have
  • Familiarity with financial markets or alternative investments
  • Progress toward Series licensing, CFP, or CFA, or early experience in wealth management, private client, or financial services
Additional Requirements
  • Eligible to work in the US
  • Available to travel locally within the metro to partner museums
  • Reliable availability for daytime and early-evening tours, including some weekends
Compensation

Compensation is $80,000 - $125,000 per year, including on-target incentive compensation

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

Skills Required

  • Background or education in finance, economics, or business
  • Exceptional in-person presence and public speaking
  • Ability to host 60-minute guided tours for groups of 8-15
  • Willingness to pursue Series 65 licensing within your first year
  • Genuine interest in the art market as an asset class
  • Strong professional written communication for follow-up email and text
  • Highly self-directed and organized to manage follow-up cadence
  • Well-networked within your community (membership organizations, events)
  • Eligible to work in the US
  • Available to travel locally within the metro to partner museums
  • Reliable availability for daytime and early-evening tours, including some weekends
  • Familiarity with financial markets or alternative investments
  • Progress toward Series licensing, CFP, or CFA, or early experience in wealth management or financial services
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The Company
HQ: Poulsbo, WA
233 Employees
Year Founded: 2017

What We Do

Masterworks is democratizing the art market—one masterpiece at a time. Over 400,000 members are investing in contemporary art by icons like Koons, Banksy, and Warhol without breaking the bank.

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