What are the responsibilities and job description for the Private Client Wealth Manager, Bilingual Korean/English: Full Time position at Tasa365 LLC?
Private Client Wealth Manager, Bilingual Korean / English, Full Time
Fort Lee, New Jersey
- Primarily Onsite Preferred
200,000 to $225,000 a year base salary - Full-time
Benefits and Compensation
Full Job Description
Private Client Wealth Manager, Bilingual Korean / English, Full Time
For 30 years, our client, a Wealth Management firm, has helped affluent individuals and families with at least $1 million of investable assets build strategy, structure, and organization to simplify their financial lives.
Our client organization is a second-generation, employee-owned boutique discretionary investment management firm honoring a legacy of transparency and proactive client service. As a fee-only fiduciary with $4.2 billion of assets under management, they strive to act in their client’s best interest, and their culture of caring helps families thrive and prosper over the long term.
The firm offers both wealth management and institutional investment management services to both global and domestic clients. They strive to serve as each client’s financial coordinator, partnering with their trust and estate, tax, and insurance advisors as appropriate. Our client organization’s team is committed to understanding each client's unique financial goals and delivering tailored investment strategies to help them achieve lasting success.
Position Overview
Our client organization is seeking an experienced Bilingual Korean / English speaking Private Client Wealth Manager to join their dynamic team. The ideal candidate will have a proven track record of building and managing relationships with high-net-worth clients, providing comprehensive financial planning, investment management, and wealth preservation strategies.
Key Responsibilities :
Qualifications :
What Our Client Organization Offers
Equal Employment Opportunity Employer
Our client organization is committed to equal employment opportunities. It is their policy to hire individuals based on merit and qualifications without any regard to any legally protected category, including but not limited to : age, citizenship, color, disability, gender, gender identity or expression, marital, domestic partnership or civil union status, military or veteran status, national origin, ancestry, pregnancy, pregnancy-related conditions, breastfeeding, race, religion, sex, affectional / sexual orientation, atypical hereditary cellular or blood trait, medical condition, or any other characteristic protected under applicable law.
California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington Residents Only
The salary range and benefits for California, Colorado, Connecticut, Nevada, New Jersey, New York, Rhode Island, or Washington residents vary from
200,000 to $225,000 per year based on the level of experience. Pay is based on several factors including but not limited to education, work experience, certifications, etc. In addition to your salary, the organization offers benefits such as a comprehensive benefits package, and benefits are subject to eligibility requirements.
Salary : $200,000 - $225,000