Careers
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Schechter named one of Crain’s 100 Best Places to Work
We are proud to share that Schechter was named as one of Crain’s 100 Best Places to Work in Southeast Michigan for 2023! The nomination is based on feedback our teammates have provided – check out our career site to see if we are a good fit for you, too!
Our Core Values
Join Our Team as an Advisor
Why Choosing Schechter Benefits You and Your Clients
Discover the Advantages for Your Clients
- Holistic approach to financial planning with 80+ years in wealth management and insurance.
- The average exposure to alternative investments across the firm is 30% which adds diversification to client portfolios.
- Continually developing our technology solutions for client reporting and secure communication.
How Your Advisory Career Will Thrive at Schechter
- Benefit from the collective years of experience from of our team, with colleagues holding designations such as: CFA, CFP, CIMA, JD, CPA, PFS, MBA, LLM, CAIA, CLU, CDFA and CRPC.
- Entrepreneurial atmosphere that rewards advisors seeking to grow their knowledge and provide more opportunities for their clients.
- Dedicated client service professional support.
Awards
Forbes
One of the Top RIA Firms in the Country 2023*
Citywire
Fastest Growing RIA in Michigan 2023*
Financial Advisor Magazine
43rd Fastest Growing Investment Advisory Group in the Country 2023*
USA Today
Best Financial Advisory Firms 2023*
*Forbes - This rating was given on 10/10/2023 by Shook on behalf of Forbes. The period on which this rating was based is from July 2022 through June 2023. No fees were paid to Shook or Forbes to obtain this ranking. *Citywire - This ranking was given on August 16, 2023 by Citywire RIA, and the period of which the data for this ranking was based on, was 2022. Schechter did not pay directly or indirectly for this ranking, in connection to obtaining or using this third party ranking. *Financial Advisor Magazine - Financial Advisor Magazine gave this ranking in their July/August 2023 issue for the 2022 calendar year. Schechter did not pay to Financial Advisor Magazine any compensation to obtain or use this ranking. *USA Today - This rating was given on 4/28/2023 by USA Today. The period on which this rating was based is from January 2022 to January 2023. No fees were paid to USA Today or Statista to obtain this ranking.
Hear From Our Experienced Advisors
Prasad Mohan, Senior Investment Advisor, Schechter
“Schechter has an entrepreneurial environment with a focus on being forward thinking as opposed to reactive. It’s a unique place to learn and grow your business between the high level of expertise in insurance and investments, the acumen and experience of colleagues, and the collaborative atmosphere.”
Ann-Marie Sandquist, Senior Advisor, Schechter
"Schechter has proven to be a terrific home for me. My opinions and ideas are valued, and we have a wide range of investment choices. I appreciate the quick responses regarding strategy or investments from our CEO. Additionally, on a more long-term scope, I have regular discussions with our leadership about what I need to continue to grow my business. I have been refreshed and energized by my move to Schechter."
Paul Wehner, MBA, Senior Investment Advisor, Schechter
“Schechter has been instrumental in equipping both me and my clients with an array of invaluable tools, ranging from enhanced service delivery and distinctive investment options to comprehensive estate planning. These offerings not only significantly enhance the overall experience for my clients but also elevate my capacity to both secure and sustain business opportunities.”
Testimonial from Adam Blocki, CFA®, CFP®
Investment Advisor at Schechter
The Team Culture
A Special Place to Be and Grow
Personal Growth
We are the Experts
Available Positions
Client Service Professional - Remote
Be the first and last line of defense related to clients' welfare while assisting Investment Advisors in providing the highest level of service during all stages of the relationship
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Provide service to clients in a professional and timely manner in response to regular and varied account-related inquiries; work in tandem with custodians and investment management partners and their service teams to do so
- Utilize deep level of knowledge to resolve service-related matters for client accounts
- Open, close and maintain investment accounts
- Process account transfers, cash, and asset movements for qualified and non-qualified accounts, facilitate trades, alternative investment purchases, capital calls, transfers, and distributions
- Identify issues requiring instant elevation to the Operations Manager, Investment Advisor, or Chief Compliance Officer
- Maintain the integrity of best practice procedures and compliant paperless recordkeeping
- Assist Sr. Client Service Professionals with training and mentorship
- Assist with overall team workload, projects, firm initiatives, and various other duties as assigned
Read more about the position here
Investment Operations Associate
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Perform timely and accurate execution of trades as submitted by financial advisors and client service professionals.
- Maintain accurate records of trades and financial data for reporting purposes. Audits and verifies trade records to ensure trades are compliant with regulations and company policy.
- Maintain Black Diamond data, including but not limited to new account set up, data audits, account reconciliation and manual values related to external holdings within Black Diamond as well as alternative investments.
- Assist in client onboarding, user creating, site navigation, and troubleshooting.
- Prepare reports and make changes as requested.
- New Advisor and Family Office Client onboarding.
- Assist with data sourcing, input, and auditing.
- Assist firm users with site navigation / troubleshooting.
- Other duties and responsibilities as assigned by the organization.
Read more about the position here.