Join Our Team of Multi-Disciplined Professionals

ignitesch | April 27, 2017

Careers at Schechter Wealth

Client Service Advisor

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.

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Underwriting Case Management Analyst

We are seeking an organized, detail-oriented team player to contribute to the growth and profitability of our company. The Underwriting Case Management Analyst (UCMA) plays a vital role on the Underwriting Team, contributing directly to our premier client service strategy. The UCMA will focus their time providing support to the Underwriters and will follow their guidance in a fast-paced collaborative environment.

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Advisor/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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Investment Specialist

The Investment Specialist will have a strong passion for financial markets and a deep curiosity for seeking further investment knowledge. This role is designed to work closely with senior leadership and Advisors on key firm clients and business growth initiatives. The Investment Specialist will develop in-depth expertise in complex financial products and transactions and will serve as a firm resource and expert to other advisors on financial markets, hedge funds, private equity, and insurance markets. In addition, there is ample opportunity to develop one’s own book of business.

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Advisor Associate

The Advisor Associate position at Schechter is ideal for an individual looking to pursue a career in wealth management and gain direct experience by working with our top advisors. This role ensures a WOW client experience with a high-level focus on prospects and current clients. The Advisor Associate role is on a career path to become an Advisor.

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Core Values

1

Client’s needs first… and always!

2

Create a complete “wow” experience both internally and externally.

3

Contribute to making Schechter a special place to be.

4

Cultivate knowledge – We strive to be the experts, today and tomorrow.

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