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Senior Investment Advisor Jobs (NOW HIRING)

Position Overview As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team - bringing deep financial expertise and a proven track ...

Senior Investment Advisor Total Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the ...

Senior Investment Advisor

Austin, TX · On-site

$135K - $135K/yr

As a Senior Investment Advisor within PNC's Private Bank, you will be based in Austin, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

As an Senior Investment Advisor within PNC's Private Bank organization, you will be based in Erie, PA. PNC is an in-office company that fosters a supportive culture where employees can thrive and ...

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Senior Investment Advisor information

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$50K

$138K

How much do senior investment advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for senior investment advisor in the United States is $130,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $136,500.00 and $137,000.00 per year, depending on experience, location, and employer.

What are some common challenges Senior Investment Advisors face when managing client portfolios, and how are they typically addressed?

Senior Investment Advisors often encounter the challenge of balancing clients' risk tolerance with their long-term financial goals, especially during periods of market volatility. Effective communication is key—advisors must regularly update clients, provide clear explanations of market movements, and adjust strategies as needed. Additionally, staying current with regulatory changes and new investment products requires ongoing professional development. Advisors typically address these challenges through robust client relationship management, continuous education, and collaboration with research analysts and compliance teams.

Can financial advisors make $500,000 a year?

Senior investment advisors can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and high-value portfolios. Compensation often includes a combination of salary, commissions, and bonuses, and reaching this level typically requires advanced certifications like the CFA and a deep understanding of financial markets.

What are Senior Investment Advisors?

Senior Investment Advisors are experienced financial professionals who provide guidance to clients on investment strategies, portfolio management, and financial planning. They typically work with high-net-worth individuals, families, or institutional clients to help them achieve their financial goals. Senior Investment Advisors analyze market trends, assess risk tolerance, and recommend investment options tailored to each client's needs. Their role often involves building long-term relationships, monitoring portfolios, and making adjustments as market conditions change.

How much does a senior investment consultant make?

A senior investment advisor typically earns between $80,000 and $150,000 annually, with total compensation often including bonuses and commissions based on client assets and performance. Experience, certifications like CFA, and the size of the firm can influence salary levels.

Is 200,000 enough to work with a financial advisor?

As a Senior Investment Advisor, working with clients who have $200,000 or more in assets is common, as this amount typically qualifies for personalized financial planning and investment management services. The suitability depends on the client's financial goals, investment strategy, and the advisor's fee structure, which often includes a percentage of assets under management or flat fees. Clients with this level of assets can usually access comprehensive advice and tailored investment solutions.

What is the difference between Senior Investment Advisor vs Investment Advisor?

AspectSenior Investment AdvisorInvestment Advisor
CertificationsCFP, CFA, Series 7/63/65CFP, CFA, Series 7/63/65
ExperienceTypically 5+ years, leadership rolesEntry to mid-level experience
Work EnvironmentFinancial firms, private banks, wealth managementFinancial firms, independent practice, banks
ResponsibilitiesAdvanced client planning, mentorship, complex portfoliosClient advising, portfolio management, sales

The main difference is that Senior Investment Advisors usually have more experience, advanced certifications, and handle complex client needs, often mentoring junior advisors. Investment Advisors are generally earlier in their careers, focusing on client acquisition and basic portfolio management.

What are the key skills and qualifications needed to thrive as a Senior Investment Advisor, and why are they important?

To thrive as a Senior Investment Advisor, you need deep expertise in financial analysis, portfolio management, and investment strategies, usually supported by a finance degree and certifications such as the CFA or CFP. Proficiency with financial modeling software, portfolio management tools, and CRM systems is typically required. Exceptional interpersonal skills, strategic thinking, and client relationship management set top performers apart in this role. These capabilities are crucial for building trust, delivering sound financial advice, and achieving clients' investment goals in a dynamic market environment.

What is the role of a senior Investment Advisor?

A senior Investment Advisor provides clients with investment strategies, financial planning, and portfolio management to help achieve their financial goals. They analyze market trends, recommend suitable investment products, and often hold certifications such as the CFA or CFP. They also build long-term client relationships and may supervise junior advisors.
What cities are hiring for Senior Investment Advisor jobs? Cities with the most Senior Investment Advisor job openings:
What are the most commonly searched types of Investment Advisor jobs? The most popular types of Investment Advisor jobs are:
What states have the most Senior Investment Advisor jobs? States with the most job openings for Senior Investment Advisor jobs include:
Infographic showing various Senior Investment Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $130,389 per year, or $62.7 per hour.
Senior Investment Advisor

Senior Investment Advisor

Masterworks

New York, NY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago


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 a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team - bringing deep financial expertise and a proven track record of client relationship management, and 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 senior advisory tracks based on mutual fit identified during the interview process:

  • New Investor Onboarding (Senior): Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) .
  • Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share.

In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.

Responsibilities
  • Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)
  • Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility
  • Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)
  • Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value
  • Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics
  • Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs
  • Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives
Team Overview
  • Masterworks Advisers is a team of ~15 advisers and growing, with Senior Advisers playing a leadership role within the group
  • Advisers come from diverse professional backgrounds; Senior Advisers are expected to model excellence and raise the bar for the team
  • Track placement (new investor onboarding vs. existing investor growth) is determined collaboratively 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.
  • 5+ years of experience in investment advising, financial advising, or a similar client-facing role
  • Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes
  • Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)
  • Deep interest in alternative assets, financial markets, and macroeconomics
  • Excellent organizational, problem-solving, relationship-building, and time management skills
  • Highly results-driven with a competitive, ownership-oriented mentality
  • Proven ability to lead and perform in a fast-paced, high-volume environment
  • Proficiency with CRM tools strongly preferred (e.g., HubSpot)
  • Passion for the "business of art" is a plus - no prior art knowledge required
Compensation & Benefits

Compensation range: $150,000 - $200,000

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 Discounted Equinox membership Happy hours, company outings, social clubs, and more

Employment Type: FULL_TIME