Careers At Schechter Wealth

Join our team of multi-disciplined professionals who work every day to expand our skills and knowledge to help clients preserve, leverage and transfer their wealth.
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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.

Core Value 1:

Client’s needs first… and always!

Core Value 2:

Create a complete “wow” experience both internally and externally.

Core Value 3:

Contribute to making Schechter a special place to be.

Core Value 4:

Cultivate Knowledge – we strive to be the experts, today and tomorrow.

We are always looking for exceptional talent, so send us your resume at

Advisor / Wealth Advisor

Generates new business by contacting potential customers (both existing and new) and assessing the needs for: Wealth Transfer, Wealth Accumulation, Retirement Planning, Business Succession Planning, Executive Benefits and Charitable Planning.

Investment Solutions Analyst

We are seeking an organized, detail-oriented team player to contribute to the growth and profitability of our company. Investment Solutions Analysts (“ISA’s”) apply their analytical skills, financial acumen, and an understanding of our methodology to the creation of client-ready proposals, financial planning analyses and recommendations.

Executive Assistant

The Executive Assistant is an integral part of the team & needs to be extremely proactive in anticipating & adapting to the needs of a busy office. The ideal individual will have the ability to exercise sound judgment along with strong written/verbal communication, organizational, and administrative skills.

Underwriting Case Management Analyst

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.