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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.


Chief Operating Officer / Integrator

We are seeking a Chief Operating Officer (COO)/Integrator who has a deep understanding and experience within the wealth management industry and specifically in the RIA space. 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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Strategic Relationship Advisor (Life Insurance)

This position is responsible for educating and influencing other advisors (life insurance and/or investment advisors) on the life insurance capabilities and service offerings of Schechter. Schechter, for decades, has been recognized as one of the most successful and sophisticated life insurance advisory practices in the country. Over the past seven years, Schechter has built out a Strategic Partnership Platform to share with other professionals. The platform provides Schechter’s industry leading intellectual capital, marketing, product design, advanced planning, premium financing, and client service processes. Strategic Partners who bring our services to their clients, often opt to share revenue, while others simply prefer to refer the business to us.

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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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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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Loan Management Officer

The Loan Management Officer excels at organization, prioritization, and attention to detail. This individual supports the insurance operations team on cases that require financing from the bank and manages a large volume of loan applications & renewals between our high net-worth clients and banking partners. This individual will interact, collaborate, and coordinate multiple loans at a time with our banking partners & clients with the goal to provide an excellent client experience from start to finish

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