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.
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.
Manage relationships of certain existing clients. Advise on asset allocation, portfolio construction and general financial planning. Be a liaison between clients and other internal services / capabilities offered in which you are not an expert.Learn More
The Advisor Associate position at Schechter is ideal for an individual looking to pursue a career in wealth management and gain directexperience by working with our top advisors. This role ensures a WOW client experience with a high-level focus on prospects and currentclients. The Advisor Associate role is on a career path to become an Advisor.Learn More
The Investment Analyst (“IA”) applies their analytical skills, financial planning acumen, and an understanding of our philosophy andmethodology to the creation of client-ready proposals, financial planning analyses, and recommendations.Learn More
We are seeking a creative, detail oriented team player to contribute to the growth and profitability of our company by providing support to the Schechter Investment Advisors (SIA) operations team and advisors.Learn More
Communicating and establishing a significant relationship with our clients and their advisors, focus on understanding our clients’ needs and expectations, fields and responds to client inquiries, obtains and updates details relating to specifics of insurance policies, provides service for all existing policies, including, but not limited to, premiums, reinstatement, policy changes, values, summaries and death claims…Learn More