Investment Advisor
Charles Schwab
Charles Schwab is seeking a Portfolio Strategist in San Francisco to assist clients in transitioning their holdings into managed strategies. This client-facing role requires strong investment knowledge, analytical skills, and the ability to communicate complex concepts clearly. The ideal candidate will have a CFP® or CFA® designation, along with FINRA licenses, and experience in asset allocation and working with high-net-worth clients. This position fosters in-office collaboration while offering a hybrid work model and a competitive benefits package. #J-18808-Ljbffr
Vacancy posted 4 days ago
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