Join Our Team of Multi-Disciplined Professionals

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 Document Processing Specialist

The Investment Document Processing Specialist excels at organization, prioritization, and attention to detail. This individual manages a large volume of requests and meets them timely and accurately to support the investments operations team. This role is integral to the efficiency of the team and the ability to provide a great experience for our clients.

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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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Senior Insurance Analyst

The Senior Insurance Analyst is an analytically driven high-achiever with a very technical mindset. The individual will work in conjunction with our internal advisors and strategic partners across the country to create client-ready presentations, research & design unique insurance programs for our high-net-worth clients and provide a WOW client experience while always putting our clients’ needs first. 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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Underwriting Assistant

We are seeking a creative, organized, and detail-oriented team player to contribute to the growth and profitability of our company. This individual will provide support and service to our underwriting team, resulting in a “WOW” experience for our insurance clients. The Underwriting Assistant will put our clients’ needs first with creative strategies and solutions.

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