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Houston- Senior Portfolio Strategist
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-29
Listing for:
NACBA
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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