Waterway Wealth Management is looking for an Associate Portfolio Manager (PM) with a CFA designation, or someone who is working towards their CFA designation, with 4 or more years of relevant industry experience. The ideal candidate must be a motivated team player who possesses the ability to work in a collaborative and fast-paced environment, take ownership and accountability for their actions and be enthusiastic and capable of advancing their knowledge and understanding beyond the scope of their specific functions.
This position requires your presence in the office. This is NOT a remote position.
Waterway Wealth Management is a small team of financial planners and advisors that complement full living. Based in The Woodlands, Texas, we exist to have close relationships by being genuine.
21 Waterway Avenue, Ste. 500
The Woodlands, TX 77380
PHONE: 281.363.0000
FAX: 281.363.0010
8300 Carmel Ave NE STE 103
Albuquerque, NM 87122
PHONE: 505.275.2436
FAX: 505.271.0155
The testimonials provided here are from actual clients
of Waterway Wealth Management, LLC (“WWM”) at the time the testimonials were posted. No compensation
was provided to these or any clients in exchange for
their comments. The clients providing testimonials are
only associated with WWM through their Client-Advisor relationship. WWM believes that there are no material conflicts of interest between WWM and these clients giving such testimonials. WWM asked a small group of clients who represented different client demographics
if they’d be willing to provide testimonials for use in WWM’s marketing efforts. Of the clients who agreed to provide testimonials, WWM’s management team chose the client testimonials that they thought did the best job
of explaining the firm’s story and dedication to its
client relationships.
Waterway Wealth Management | A Federally Registered Investment Advisory Firm*
*Registration does not imply a certain level of skill or training