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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.

 

Life Insurance Sales Advisor: Partnerships

A unique opportunity exists to offer our advanced and sophisticated life insurance solutions to Registered Investment Advisory firms around the country. We have been selected by CAIS to become an integral part of their team and will position an advisor in a dual role as part of CAIS and Schechter together.

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Chief Compliance Officer

The Chief Compliance Officer (CCO) is primarily responsible for overseeing and managing compliance across the Schechter Organization on a day-to-day basis and ensuring that the company and its team members are complying with regulatory requirements as well as internal policies and procedures.

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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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