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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.

Investment Data Specialist

The Investment Data Specialist position at Schechter is ideal for an analytical thinker with strong math and organizational skills. This position will assist in maintaining data presented across our Investment Technology platform in order to provide clients as well as internal users a current and accurate financial picture.

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Courier / Office Assistant

We are seeking an organized, and reliable team player to handle the expeditious transport of confidential materials between Schechter and our clients and vendors, Schechter Benefits Advisors, along with providing internal operational support functions.

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Director of Business Development

The Director of Business Development’s role is to oversee the entire sales function within Schechter. The successful candidate will foster a dynamic team and assuming accountability for the results of the entire advisor team. This is a non-producing role, but the successful candidate will have produced in previous roles. This position is remote with travel to the Birmingham, MI area from time to time meet and develop Advisor team. 

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Client Service Advisor

This role is an exceptional position for someone who has a strong desire to assist high net-worth clients and their families with their existing life, disability, and long term care insurance policies. Schechter is a high-growth firm that maintains a white-glove “Clients’ Needs First” attitude for all of our clients. We are seeking a creative, organized, detail-oriented team player to contribute to the growth and profitability of our company by providing and delivering excellent customer service that results in a “WOW” experience.. This individual will be placed in a thriving growth environment and have the opportunity to make an immediate impact within our service team.

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Senior Insurance Analyst

The senior insurance analyst is one of the “in-house” insurance experts. We are looking for an individual to help with advanced case design and product analysis. This individual should already have experience within the life insurance industry and a deep knowledge of illustration design. The role will include running illustrations, keeping our team and national partners apprised of changes in the life insurance industry, and conducting in-depth analysis to demonstrate those changes. The Senior Insurance Analyst also possesses scrupulous attention to detail, excellent communication, and presentation skills. A proficient grasp of the current life insurance market regarding carriers, products & legislation is required.

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