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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.

Senior Life Insurance Advisor

This position is responsible for educating and influencing other advisors (life insurance and/or investment advisors) on the life insurance capabilities and service offerings of Schechter. Schechter, for decades, has been recognized as one of the most successful and sophisticated life insurance advisory practices in the country. Over the past seven years, Schechter has built out a Strategic Partnership Platform to share with other professionals. The platform provides Schechter’s industry leading intellectual capital, marketing, product design, advanced planning, premium financing, and client service processes. Strategic Partners who bring our services to their clients, often opt to share revenue, while others simply prefer to refer the business to us.

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Senior Insurance Analyst

The Senior Insurance Analyst is an analytically driven high achiever with a very technical mindset. Individual will research, analyze and will examine the life insurance marketplace for the best products and insurance strategies to meet our clients’ needs. 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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Private Banking Associate (Premium Finance)

The Private Banking Associate excels at organization, prioritization, and attention to detail. This individual will interact with Schechter’s client and prospect base to process and approve custom credit loans for premium finance insurance transactions; support the insurance operations team on cases that require financing from the bank and manages a large volume of loan applications & renewals between our high net-worth clients and banking partners; be a liaison between our clients and banking partners to secure financing for insurance deals; and more.

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Marketing Automation Specialist

Do you live and breathe digital marketing automation? Schechter, a third-generation financial services firm, is looking for a marketing wizard to help take our lead generation and e-mail marketing campaigns to the next level. The ideal candidate is a self-starter with a burning interest in how the structure and execution of marketing technologies, in the form of exceptional system architecture, lends itself to inorganic business growth.

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Underwriting Assistant

We are seeking a creative, organized, detail-oriented team player to contribute to the growth and profitability of our company by providing and delving underwriting support and service that result 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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