Charles Schwab

Portfolio Strategist

Charles Schwab • $120K — $150K *
San Francisco, CA 94112In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • CFP or CFA designation required.
  • Active FINRA Series 7 license or ability to obtain within 120 days.
  • Active FINRA Series 66 license or equivalent, or ability to obtain within 120 days.
  • Strong understanding of taxable investing and portfolio transition considerations.
  • Experience collaborating with financial consultants and high-net-worth clients.
  • Ability to interpret complex investment data and convey insights clearly.
  • Demonstrated attention to detail and effective operation in a regulated environment.

Responsibilities

  • Gather relevant facts and clarify clients' transition objectives.
  • Evaluate portfolio scenarios and prepare analytical insights.
  • Translate complex investment analysis into clear, client-ready education.
  • Collaborate with relationship owners to support informed decision-making.
  • Apply disciplined documentation procedures in a regulated environment.
  • Manage multiple referrals and maintain accurate documentation.
  • Support clients in assessing potential trade-offs during portfolio transitions.

Benefits

  • Opportunity for performance-based bonuses.
  • Collaboration with cross-functional teams.
  • Access to professional development and growth opportunities.
  • Engagement in a culture focused on diligent documentation and compliance.
Full Job Description
As a Portfolio Strategist on the Portfolio Transition Services team,youllhelp clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved in transitioning existing holdings into managed investing strategies.This client-facing role combines investment knowledge, analytical thinking, and clear communication to deliver advice to clients thatsupportsinformed decision making.

In this role,youllgather relevant facts, clarify transitionobjectives, evaluate portfolio scenarios, and prepare analysis that helps clients assess potential trade-offs, including estimated realized gains or losses, risk considerations, portfolio characteristics, and transition implications.Youllpartner closely with Retail and Advisor Services relationship owners, applying sound judgment and a disciplined documentation approach in a highly regulated environment.

Your impact will come through your ability to translate complex investment analysis into practical, client-ready education while collaborating across teams to support thoughtful outcomes. This is an opportunity to apply yourportfolioconstruction, taxable investing, and managed account knowledge in a role where precision, problem-solving, and trusted partnership are central to success.

What you have

Required Qualifications

  • CFPdesignation and/or CFAdesignation.
  • Active FINRA Series 7 license, or ability to obtain within120 daysas a condition of employment.
  • Active FINRA Series 66 license, or equivalent, or ability to obtain within120 daysas a condition of employment.
  • Strong understanding of portfolio construction, asset allocation, taxable investing, managed account solutions, and portfolio transition considerations.
  • Experience working with Financial Consultants, Wealth Advisors, investment professionals, and high-net-worth client scenarios.
  • Ability to interpret holdings, tax lot information, cost basis data, portfolio characteristics, and transition analysis outputs.
  • Strong written and verbal communication skills, with the ability to translate complex investment analysis into clear, practical, client-ready education.
  • Demonstrated judgment, attention to detail, and ability tooperateeffectively in a highly regulated environment.
  • Ability to manage multiple referrals, prioritize work, meet turnaround expectations, andmaintainaccuratedocumentation.
  • Familiarity with Salesforce, portfolio analysis tools, managed account platforms, or related investment technology.

Preferred qualifications

  • CIMAdesignation.
  • Bachelors degree.
  • Experience supporting taxable portfolio transitions, concentrated positions, direct indexing, or separately managed accounts.
  • Experience presenting analysis to internal partners, relationship owners, clients, or prospects.
  • Ability to collaborate across teams to resolve complex client scenarios, clarify requirements, and improve the end-to-end referral experience.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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