Wealth Portfolio Strategist — Houston
The Georgia Society of CPAs
TAVO Wealth, LLC is seeking a Portfolio Manager in the Greater Houston area. The role oversees client portfolios, develops and implements investment strategies, and collaborates with planners and attorneys on integrated solutions. You will monitor performance, conduct research, and present results to clients during meetings, ensuring alignment with objectives and regulatory standards. Ideal candidates have strong investment research experience, financial modeling skills, and the ability to #J-18808-Ljbffr The Georgia Society of CPAs
Vacancy posted 4 days ago
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