**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 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 that supports informed decision making.

In this role, you’ll gather relevant facts, clarify transition objectives, evaluate portfolio scenarios, and prepare analysis that...