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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.

Senior Life Insurance Advisor

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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Loan Specialist (Premium Finance)

The Loan Specialist (Premium Finance) excels at organization, prioritization, and attention to detail. This individual will interact with Schechter’s client and prospect base to process and approve custom credit loans for premium finance insurance transactions; support 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; be a liaison between our clients and banking partners to secure financing for insurance deals; and more.

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Financial Analyst: Fund Accounting, Financial Planning & Analysis

The Financial Analyst is an integral part of Schechter’s accounting team with responsibilities for fund administration, financial planning and analysis, insurance, and other functions as determined by the Director of Accounting in conjunction with the Chief Operating Officer.

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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.

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Receptionist

The receptionist is a friendly polished professional to attend to visitors and handle inquiries on the phone and face to face. Supply information regarding the organization to the general public, clients, and customers.

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