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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.

Administrative Assistant

The Administrative Assistant excels at organization, prioritization, and attention to detail. This individual will support multiple insurance/investment sales advisors to help them with scheduling, managing their pipelines, and other administrative tasks. They are a key part of helping our advisors stay on track and excel. This individual should be able to work with a variety of different personalities to adapt to their specific needs. The administrative assistant needs to be able to work with little supervision and be able to anticipate and prioritize tasks. There is potential to learn and take on new and exciting tasks.

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Client Service Advisor

This role is an exceptional position for someone who has a strong desire to assist high net-worth clients and their families with their existing life, disability, and long term care insurance policies. Schechter is a high-growth firm that maintains a white-glove “Clients’ Needs First” attitude for all of our clients. We are seeking a creative, organized, detail-oriented team player to contribute to the growth and profitability of our company by providing and delivering excellent customer service that results in a “WOW” experience.. This individual will be placed in a thriving growth environment and have the opportunity to make an immediate impact within our service team.

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Senior Accountant

The Senior Accountant is an integral part of Schechter’s accounting team with responsibilities for accounting, fund administration, insurance, and other functions as determined by the Director of Accounting in conjunction with the Chief Operating Officer.

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Senior Insurance Analyst

The senior insurance analyst is one of the “in-house” insurance experts. We are looking for an individual to help with advanced case design and product analysis. This individual should already have experience within the life insurance industry and a deep knowledge of illustration design. The role will include running illustrations, keeping our team and national partners apprised of changes in the life insurance industry, and conducting in-depth analysis to demonstrate those changes. The Senior Insurance Analyst also possesses scrupulous attention to detail, excellent communication, and presentation skills. A proficient grasp of the current life insurance market regarding carriers, products & legislation is required.

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