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Investment Adviser Jobs (NOW HIRING)

About Masterworks 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 ...

About Masterworks 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 ...

About Masterworks 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 ...

NewEdge Wealth, a division of NewEdge Capital Group, LLC, is seeking a detail-oriented and motivated Compliance Associate to support the firm's investment adviser compliance program, with a primary ...

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About the Opportunity Confidential Search Solutions (CSS) is recruiting an experienced Compliance Manager to support the broker-dealer and registered investment adviser entities of a growing ...

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Investment Adviser information

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$11K

$78.7K

$140K

How much do investment adviser jobs pay per year?

As of Sep 13, 2026, the average yearly pay for investment adviser in the United States is $78,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,000.00 and $95,500.00 per year, depending on experience, location, and employer.

What is an investment adviser?

Investment Advisers are professionals or firms that provide advice and guidance about securities, such as stocks, bonds, mutual funds, and other investment products. They help clients develop investment strategies, manage portfolios, and achieve financial goals based on their risk tolerance and objectives. Investment Advisers are typically regulated by governmental agencies and must act in their clients’ best interests, offering personalized recommendations and ongoing portfolio management.

What are the key skills and qualifications needed to thrive as an investment adviser, and why are they important?

To thrive as an Investment Adviser, you typically need a strong background in finance, investment analysis, and securities regulation, often supported by a bachelor's degree in finance or a related field and certifications such as the Series 65 or CFP. Familiarity with portfolio management software, financial modeling tools, and CRM systems is crucial for managing client accounts and analyzing investment opportunities. Outstanding interpersonal skills, ethical judgment, and effective communication are vital for building trust and guiding clients through complex financial decisions. These skills ensure clients' financial goals are met while maintaining compliance and fostering long-term relationships.

What are some common challenges investment advisers face when managing client portfolios, and how can they effectively address them?

Investment Advisers often encounter challenges such as fluctuating market conditions, aligning investment strategies with diverse client goals, and managing clients' emotional reactions to market volatility. To address these, successful advisers stay informed about market trends, maintain transparent communication with clients, and use well-defined, client-centered investment plans. Regular portfolio reviews and proactive risk management also help ensure that clients' financial objectives are consistently met despite changing economic landscapes.

What is the difference between Investment Adviser vs Financial Planner?

AspectInvestment AdviserFinancial Planner
CredentialsSEC-registered, CFP, CFA often preferredCFP, ChFC, or similar certifications
Work EnvironmentFinancial firms, advisory firms, or independentFinancial planning firms, independent, or banks
Industry UsagePrimarily investment management and adviceHolistic financial planning including investments, estate, and retirement

While both Investment Advisers and Financial Planners provide financial guidance, Investment Advisers mainly focus on investment management and securities advice, often working with clients on portfolio strategies. Financial Planners offer comprehensive financial planning services, including investments, estate planning, and retirement. The roles overlap but differ in scope and certification emphasis.

How much do investment advisers get paid?

Investment advisers typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Compensation often includes a combination of salary, bonuses, and fees based on assets under management, and many advisers hold certifications like the CFA or CFP to enhance earning potential.

What cities are hiring for Investment Adviser jobs?

Cities with the most Investment Adviser job openings:

Who are the top companies hiring for Investment Adviser jobs?

The top employers for Investment Adviser jobs are:

What states have the most Investment Adviser jobs?

States with the most job openings for Investment Adviser jobs include:

What are popular job titles related to Investment Adviser jobs?

For Investment Adviser jobs, the most frequently searched job titles are:

Infographic showing various Investment Adviser job openings in the United States as of September 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 83% Physical, 6% Hybrid, and 11% Remote job distribution, with an average salary of $78,695 per year, or $37.8 per hour.

Investment Adviser

New York, NY • On-site

Masterworks
51 - 200 employees

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago


Key responsibilities

  • Advise investors on the role of blue-chip and other real or digital assets 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


Job description

About Masterworks
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. 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 Adviser 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 advisers and growing
  • Advisers 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
  • As a regulated entity, licensing is a requirement within the first 90 days of the company. Licensing is a straightforward process for anyone financially-minded. You will spend 20-40 hours studying and have multiple attempts to pass the Series 65.
  • 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
  • Results-driven, competitive mentality
  • 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
Compensation & Benefits
Compensation range: $80,000 - $120,000
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