TAVO Wealth, LLC seeks a Senior Portfolio Manager to lead client investment portfolios from its Greater Houston office. You will design and implement portfolio strategies aligned with client objectives, risk profiles, and multigenerational planning needs, while monitoring performance and adjusting allocations as market conditions evolve.
You will conduct investment research, evaluate securities and managers, execute trades per firm guidelines, ensure regulatory compliance, and collaborate with
#J-18808-LjbffrHouston-Based Senior Portfolio Strategist in houston at Unknown Company
This position is listed as full time and onsite.