Investment Strategist
Charles Schwab
Charles Schwab seeks a Portfolio Strategist on the Portfolio Transition Services team to help clients understand tax, risk, cost, and portfolio considerations when transitioning holdings into managed strategies. You will analyze trade-offs, tax implications, and transition outcomes, partnering with Retail and Advisor Services in a regulated environment. This client-facing role requires CFP® and/or CFA®, FINRA licenses, strong portfolio knowledge, and collaboration across teams to deliver clear #J-18808-Ljbffr
Vacancy posted 19 hours ago
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