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Careers

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Schechter named one of Crain’s 100 Best Places to Work

We are proud to share that Schechter was named as one of Crain’s 100 Best Places to Work in Southeast Michigan for 2023! The nomination is based on feedback our teammates have provided – check out our career site to see if we are a good fit for you, too!

Our Core Values

Client's Needs First
A Complete “WOW” Experience
A special place to be and grow
We Are The Experts

Join Our Team as an Advisor

 

Why Choosing Schechter Benefits You and Your Clients

Discover the Advantages for Your Clients

  • Holistic approach to financial planning with 80+ years in wealth management and insurance. 
  • The average exposure to alternative investments across the firm is 30% which adds diversification to client portfolios.
  • Continually developing our technology solutions for client reporting and secure communication.

How Your Advisory Career Will Thrive at Schechter

  • Benefit from the collective years of experience from of our team, with colleagues holding designations such as: CFA, CFP, CIMA, JD, CPA, PFS, MBA, LLM, CAIA, CLU, CDFA and CRPC. 
  • Entrepreneurial atmosphere that rewards advisors seeking to grow their knowledge and provide more opportunities for their clients. 
  • Dedicated client service professional support.
     

Awards

Forbes

One of the Top RIA Firms in the Country 2023*

Citywire

Fastest Growing RIA in Michigan 2023*

Financial Advisor Magazine

43rd Fastest Growing Investment Advisory Group in the Country 2023*

USA Today

Best Financial Advisory Firms 2023*

*Forbes - This rating was given on 10/10/2023 by Shook on behalf of Forbes. The period on which this rating was based is from July 2022 through June 2023. No fees were paid to Shook or Forbes to obtain this ranking. *Citywire - This ranking was given on August 16, 2023 by Citywire RIA, and the period of which the data for this ranking was based on, was 2022. Schechter did not pay directly or indirectly for this ranking, in connection to obtaining or using this third party ranking. *Financial Advisor Magazine - Financial Advisor Magazine gave this ranking in their July/August 2023 issue for the 2022 calendar year. Schechter did not pay to Financial Advisor Magazine any compensation to obtain or use this ranking. *USA Today - This rating was given on 4/28/2023 by USA Today. The period on which this rating was based is from January 2022 to January 2023. No fees were paid to USA Today or Statista to obtain this ranking. 

Hear From Our Experienced Advisors

Prasad Mohan

Prasad Mohan, Senior Investment Advisor, Schechter

“Schechter has an entrepreneurial environment with a focus on being forward thinking as opposed to reactive.  It’s a unique place to learn and grow your business between the high level of expertise in insurance and investments, the acumen and experience of colleagues, and the collaborative atmosphere.”
 

Ann-Marie Sandquist

Ann-Marie Sandquist, Senior Advisor, Schechter

"Schechter has proven to be a terrific home for me. My opinions and ideas are valued, and we have a wide range of investment choices. I appreciate the quick responses regarding strategy or investments from our CEO. Additionally, on a more long-term scope, I have regular discussions with our leadership about what I need to continue to grow my business. I have been refreshed and energized by my move to Schechter."

Paul Wehner

Paul Wehner, MBA, Senior Investment Advisor, Schechter

“Schechter has been instrumental in equipping both me and my clients with an array of invaluable tools, ranging from enhanced service delivery and distinctive investment options to comprehensive estate planning. These offerings not only significantly enhance the overall experience for my clients but also elevate my capacity to both secure and sustain business opportunities.”
 

Testimonial from Adam Blocki, CFA®, CFP®

Investment Advisor at Schechter

The Team Culture

A Special Place to Be and Grow

Personal Growth

We are the Experts

Available Positions

Investment Operations Associate

Essential Functions 

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

  • Perform timely and accurate execution of trades as submitted by financial advisors and client service professionals. 
  • Maintain accurate records of trades and financial data for reporting purposes. Audits and verifies trade records to ensure trades are compliant with regulations and company policy.
  • Maintain Black Diamond data, including but not limited to new account set up, data audits, account reconciliation and manual values related to external holdings within Black Diamond as well as alternative investments.
  • Assist in client onboarding, user creating, site navigation, and troubleshooting.
  • Prepare reports and make changes as requested.
  • New Advisor and Family Office Client onboarding.
  • Assist with data sourcing, input, and auditing.
  • Assist firm users with site navigation / troubleshooting.
  • Other duties and responsibilities as assigned by the organization.  

     Read more about the position here.

 

Senior Compliance Analyst 


Assist with the day-to-day administration of the company's compliance program designed to meet regulatory obligations and to preserve and enhance the company's reputation for integrity.

Essential Functions 
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. 
 

  • Work with the CCO to review, maintain, and update SEC regulatory filings (ADV Part 1, ADV Part 2A & 2B, Form CRS, Section 13 Filings, etc.) and FINRA licensing and registration filings (Form U4, Form U5) 
  • Support the CCO with various activities including but not limited to developing, maintaining, and updating the Firm’s compliance policies and procedures and conducting risk assessments of Investor Advisor operations 
  • Recommend risk mitigation techniques and controls 
  • Work with the CCO to conduct annual SEC compliance reviews pursuant to rule 206(4)-7 by assessing the Advisor’ policies and procedures, testing of the policies and procedures, and ensuring proper documentation, recordkeeping, and escalation to management 
     

Read more about the position here

Apply Here


  Please send resume to careers@schechterwealth.com

 
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