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.
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.
• 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 firstname.lastname@example.orgView Career Details and Requirements