Investment Advisor

Schechter Wealth

What We Do

Investments, Insurance, Private Capital – Schechter is an entrepreneurial financial services firm focused on providing high end solutions to ultra-high net worth investors. Our solutions span across traditional investment advisory, direct private equity offerings, and insurance-based opportunities.

Position

Manage relationships of certain existing clients. Advise on asset allocation, portfolio construction and general financial planning. Be a liaison between clients and other internal services / capabilities offered in which you are not an expert.

Essential Skills

• Build trust and confidence in clients
• Friendly Personality / Ability to build personal rapport with clients
• Passion for investments and all things financial
• Detail Oriented and Organized
• Strong command of Word/Excel and Outlook

Experience & Requirements

• Must have a minimum of 4 years of experience advising clients how to invest their assets
• Series 65 Securities License

Please send your resume to careers@schechterwealth.com

View Career Details and Requirements