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Wealth Protection Strategies Specialist

Cetera Financial Group
Leawood, USA
Full-time
Junior · 2–5 years experience
Onsite
Discovered 5 days ago

Full Job Posting

What you will do

  • Review annuity and insurance requests submitted by advisors, gather required information, and move cases efficiently 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 while supporting Salesforce workflows, reporting, due diligence, and process improvements for the Wealth Protection Strategies function.
  • What you need to have
  • Bachelor’s degree or an equivalent combination of education and experience.
  • 2-5 years of experience in wealth management, annuities, or insurance; experience in financial planning, wholesaling, carrier operations, or RIA/broker-dealer operations is preferred.
  • State Life and Health Insurance license.
  • Strong attention to detail with the 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 are a strong plus and must be obtained within six months of hire.
  • Compensation
  • The base annual salary range for this role is $56,000-$81,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
  • #LI-Hybrid

Qualifications

  • Bachelor’s degree or an equivalent combination of education and experience.

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