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 environment that provides new challenges and creates a true team environment. We live the values that we employ on behalf of our clients.

Advisor/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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Investment Specialist

The Investment Specialist will have a strong passion for financial markets and a deep curiosity for seeking further investment knowledge. This role is designed to work closely with senior leadership and Advisors on key firm clients and business growth initiatives. The Investment Specialist will develop in-depth expertise in complex financial products and transactions and will serve as a firm resource and expert to other advisors on financial markets, hedge funds, private equity, and insurance markets. In addition, there is ample opportunity to develop one’s own book of business.

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Client Service Advisor – Schechter

We are seeking a creative, organized, detail-oriented team player to contribute to the growth and profitability of our company by providing and delivering sales support and service that result in a “WOW” experience for our insurance clients. The Client Service Advisor will put our clients’ needs first with creative strategies and solutions.

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Client Service Advisor – Schechter Investment Advisors

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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Investment Analyst

The Investment Analyst (“IA”) applies their analytical skills, financial planning acumen, and an understanding of our philosophy and methodology to the creation of client-ready proposals, financial planning analyses, and recommendations.

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Underwriting Case Management Analyst

We are seeking an organized, detail-oriented team player to contribute to the growth and profitability of our company. The Underwriting Case Management Analyst (UCMA) plays a vital role on the Underwriting Team, contributing directly to our premier client service strategy. The UCMA will focus their time providing support to the Underwriters and will follow their guidance in a fast-paced collaborative environment.

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