Portfolio Transition Strategist
Job in
Westlake, Tarrant County, Texas, USA
Listed on 2026-09-03
Listing for:
Charles Schwab
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab is seeking a Portfolio Strategist on the Portfolio Transition Services team in Westlake, TX. You will help clients and relationship owners understand tax, risk, cost, and portfolio considerations involved in transitioning holdings into managed investing strategies.
This client-facing role combines investment knowledge, analytical thinking, and clear communication to deliver advice that supports informed decisions.
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