Wealth Protection Strategies Specialist

At Cetera, we are seeking a Wealth Protection Strategies Specialist to support advisors in delivering annuity and insurance solutions to their clients. In this role, you will work closely with advisors and internal partners to manage cases from initial recommendation through application, approval, and policy funding. You will help prepare client materials, coordinate workflows, and provide high-quality service that strengthens advisor relationships and supports the continued growth of our Wealth Protection Strategies function.

• →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.

• 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.