Financial Advisor

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.

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

• 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
• 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

Qualifications

• 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

Skills

• Public speaking and presentation skills
• Event planning and coordination
• Customer service and relationship management
• Financial market knowledge
• Marketing and outreach skills

Benefits

• 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

Pay

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

Schedule

Host ~60-minute guided museum tours for groups of 8–15 prospective investors 3-5 days per week, from 3pm - 7pm each evening