Portfolio Strategist
Charles Schwab
San Francisco, California$96,050 - $96,050 est.Full-timePosted 14h ago
Job Description Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). As a Portfolio Strategist on the Portfolio Transition Services team, you’ll help cl…
The average job posting receives 250 applications.
Stand out by tailoring your resume to this specific role. Our AI resume builder highlights the skills and experience that matter most to this employer.
More open roles at Charles Schwab
Associate Wealth Advisor, Schwab Wealth Advisory
Minneapolis
Associate Wealth Advisor, Schwab Wealth Advisory
Wayne
Wealth Advisor, Schwab Wealth Advisory
Tampa
Associate Wealth Advisor, Schwab Wealth Advisory
Jersey City
Associate Wealth Advisor, Schwab Wealth Advisory
Boston
Investment Consultant - Fort Lauderdale, FL
Fort Lauderdale
Explore related listings
Frequently asked questions
Who is hiring for Portfolio Strategist at Charles Schwab?+
Charles Schwab is actively hiring for this Portfolio Strategist role. Click "Apply Now" to submit your application directly on Charles Schwab's careers page — Careeronaut doesn't charge employers or candidates for referrals.
When was this Portfolio Strategist role posted?+
This listing was first posted on 2026-07-06. We pull the latest copy from the source feed daily, and any role that's taken down gets removed from Careeronaut within seven days so you don't waste time on stale listings.
How should I apply to this Portfolio Strategist role?+
Start by tailoring your resume to the posting — most applicants send generic CVs and the first filter recruiters use is keyword relevance. Careeronaut's AI does this automatically: paste the job description, get a matched resume in under a minute, and download as PDF or DOCX.
Where can I find more Investment Analyst jobs in San Francisco?+
Browse all open investment analyst roles in San Francisco on the listing pages linked below. You can filter by salary, remote-friendly, and posting date.