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.

 

Accounting Specialist

The Accounting Specialist will focus their time on commission entry, tracking and reporting for both the firm and our advisors; cash receipts and bank reconciliations; timely and accurate reporting of all investments including subscription documents, capital calls, and distributions performance;budgeting and report preparation for several family entities; and entry of payroll, 401k and credit card transactions.

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National Business Development/Relationship Manager (Investment/Insurance)

A unique opportunity exists to offer our advanced and sophisticated life insurance solutions to Registered Investment Advisory firms around the country. We have been selected by CAIS to become an integral part of their team and will position an advisor in a dual role as part of CAIS and Schechter together.

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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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