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Join our Team!
S C H E C H T E R W E A L T H . C O M / 2 4 8 . 7 3 1 . 9 5 0 0 / M A I N O F F I C E : 2 5 1 P I E R C E S T R E E T , B I R M I N G H A M , M I 4 8 0 0 9
• 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
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Join our team of multi-disciplined professionals who help clients preserve, leverage and transfer their wealth. Recently named one of Crain's Cool Places to Work for in Metro Detroit…our Core Values create an incredible working environment that allows us to really
live and deliver on those values.
OUR CORE VALUES
Please send your resume to [email protected]
INVESTMENT ADVISOR
WHAT WE DOInvestments, 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.
POSITIONManage 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
EXPERIENCE & REQUIREMENTS• Must have a minimum of 4 years of experience advising clients how to invest their assets• Series 65 Securities License
