Wealth Protection Strategies Specialist
Cetera Financial Group · Leawood
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.