Careers

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

Client's Needs First

A Complete “WOW” Experience

A special place to be and grow

We Are The Experts

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® Play

Testimonial from Adam Blocki, CFA®, CFP®

Investment Advisor at Schechter

The Team Culture Play

The Team Culture

A Special Place to Be and Grow

Personal Growth Play

Personal Growth

We are the Experts

Available Positions

Case Design & Product Analyst

We are seeking a skilled and detail-oriented Case Designer to join our team. As a Case Design & Product Analyst, you will play a critical role in designing customized insurance solutions and presenting in-depth product analysis. Your expertise in case design, exceptional analytical skills, and ability to communicate complex information will contribute to the success of our clients and our organization.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Create life insurance illustrations using carrier software & analyze life insurance illustrations to determine which insurance company, product and funding design is best suited for the specific client and their objective(s).
Prepare and maintain spreadsheets, charts, and graphs to help in client communication and education using visuals and comparative analysis. Document findings and recommendations for clients and advisors.
Handle ongoing reporting for specific clients and internal documents (Annual Reviews/Internal Grids/Guides, i.e.).
Maintain and develop our “toolbox” of analysis such as back test data, rolling periods, graphical representations, updating “toolbox’ material to preserve integrity of marketing materials.
Assist the insurance design manager on related/assigned projects.
Other duties as assigned or requested by the organization.

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