Wealth Protection Strategies Specialist

Cetera Financial Group•Leawood, KS

12d•Hybrid

About The Position

At Cetera, the Wealth Protection Strategies Specialist supports advisors in delivering annuity and insurance solutions to clients. The role works closely with advisors and internal partners to manage cases from initial recommendation through application, approval, and policy funding. It helps prepare client materials, coordinate workflows, and provide high-quality service that strengthens advisor relationships and supports the continued growth of the Wealth Protection Strategies function.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
2–5 years of experience in wealth management, annuities, or insurance.
State Life and Health Insurance license.
Strong attention to detail and ability to manage multiple cases, application requirements, and advisor requests accurately and efficiently.
Strong communication and relationship-building skills, with the ability to work effectively with advisors, internal partners, and clients.
Series 6 and 63 licenses must be obtained within six months of hire.

Nice To Haves

Experience in financial planning, wholesaling, carrier operations, or RIA/broker-dealer operations is preferred.
Series 6 and 63 licenses are a strong plus.

Responsibilities

Review annuity and insurance requests submitted by advisors, gather required information, and move cases through the sales and application process.
Prepare case analyses, product information, and client-facing materials to support advisor recommendations and client discussions.
Partner with advisors to coordinate annuity and insurance opportunities, providing guidance on available solutions, requirements, and processes.
Process annuity and insurance applications, monitor outstanding requirements, and track policies through approval and funding to ensure timely and accurate completion.
Participate in client meetings alongside advisors and, when appropriately licensed, assist with presenting annuity and insurance solutions.
Maintain accurate case, policy, commission, and revenue information.
Support Salesforce workflows, reporting, due diligence, and process improvements for the Wealth Protection Strategies function.