Portfolio Transition Strategist
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-07-08
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Charles Schwab is seeking a Portfolio Strategist for the Portfolio Transition Services team based in Westlake, Texas. This role entails advising clients on tax and investment strategies while collaborating with financial professionals to provide tailored investment solutions.
Candidates should possess a CFP® or CFA® designation and hold relevant FINRA licenses. Strong analytical and communication skills are essential to translate complex investment analyses into clear, actionable client guidance.
The role also offers opportunities for bonuses, a hybrid work model, and a robust benefits package including health insurance and a 401(k) with company match.
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