Client-Facing Portfolio Transition Advisor
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-31
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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.
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