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Career Transition Specialist

Charles Schwab

Charles Schwab in Westlake, TX seeks a Portfolio Strategist on the Portfolio Transition Services team. You will help clients and relationship owners understand tax, risk, cost, and portfolio considerations when transitioning holdings into managed investing strategies. You will gather facts, clarify objectives, evaluate scenarios, and prepare analysis to support informed decisions. Collaboration across teams and precise documentation are essential. #J-18808-Ljbffr

Vacancy posted 2 days ago
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