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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.

 

Wealth Advisor

Advisors are responsible for converting prospects in to clients and ultimately in to raving fans, and for meeting revenue and business development goals. Individuals in this role should cherish and feel challenged by developing new relationships, building confidence and trust in those relationships, assessing their needs and challenges, and presenting unique, client focused solutions that meet their needs. Key service offerings for individuals include investment portfolio review, estate planning strategies, asset management, and life insurance design. Offerings for businesses include succession planning, group benefits and retirement programs.

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Underwriting Assistant

We are seeking a creative, organized, detail-oriented team player to contribute to the growth and profitability of our company by providing and delving underwriting support and service that result in a “WOW” experience for our insurance clients. The Underwriting Assistant will put our clients’ needs first with creative strategies and solutions.

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