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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 Management Financial Systems Expert

We are seeking an individual to implement, oversee, and ultimately manage all financial technology systems that we use for our investment clients. This would include assisting current team members in implementing our new performance reporting & billing software, integrating with our CRM, and evaluating current & future software capabilities and implementations.

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Investment Advisor

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.

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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 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.

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Investment Analyst

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.

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Investment Document Processing Specialist

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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