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Careers at Schechter Wealth

Core Values

Client’s needs first.

Create a complete “wow” experience.

Make Schechter a special place to be.

Cultivate knowledge; we strive to be the experts, today and tomorrow.

Our core values create an incredible working space that provides new challenges, a true team environment, and enriching careers. We live the values that we employ on behalf of our clients.

 

Integrator

We are seeking an Integrator who is a dedicated leader with high business acumen who possesses the essential ability to specify, strategize, and define opportunities. They will also have an instinctive ability to recognize, retain, and respect the talent within the organization, and help guide team members to reach their full potential through support and mentorship. This role will ensure we are providing a WOW internal and external client experience and preserving Schechter as a special place to be.

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Senior Investment Advisor

Schechter is seeking a high-achieving individual with a passion for investing. Whether you are actively in the industry or have made yourself a diverse portfolio through your own research and efforts, we’d like to meet you. We are interested in Individuals looking to begin or develop their career in investment planning, working with high net worth clients advising on asset allocation, portfolio construction and general financial planning.

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Senior Insurance Analyst

The Senior Insurance Analyst is an analytically driven high achiever with a very technical mindset. Individual will research, analyze and will examine the life insurance marketplace for the best products and insurance strategies to meet our clients’ needs. The Senior Insurance Analyst also possesses excellent communication and presentation skills to ensure our product designs are well thought out and capitalizes on best-in-class insurance industry opportunities.

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Data Analyst

The Data Analyst position at Schechter is ideal for an analytical thinker with strong math and spreadsheet skills. This position will prepare financial data for analysts and clients to review. This role has a career path with options to move into a support role that is more client-facing with our Advisors.

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Client Service Advisor

The Client Service Advisor is a broad-spectrum critical thinker who manages multiple ongoing requests from various sources and prioritizes efficiently to support our clients and advisors. This individual has unparalleled organizational skills and attention to detail. They can anticipate client and advisor needs while utilizing various platforms and information sources. Each day and case are unique and require the ability to understand and manage many diverse requests and timelines. The Client Service Advisor is very proactive, has a strong sense of urgency and responsiveness, and works well both independently and with a team. Creating a prompt, and exceptionally positive service experience for our clients is the number one priority.

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Junior Client Service Advisor

The Junior Client Service Advisor (CSA) excels at organization, prioritization, and attention to detail. This individual thrives in a team environment and collaborates well on a wide-range of processes. The Junior CSA manages a large volume of requests and meets them timely and accurately to support the investments operations team. This role is integral to the efficiency of the team and the ability to provide a great experience for our clients.

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