Wealth Protection Strategies Manager
CeteraKansas, United States
Posted April 2, 2026
Full Time
About the Company
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country.
Job Description
We are seeking a highly motivated and experienced individual to lead the development and oversight of our Wealth Protection Strategies offering. This role is responsible for creating, implementing and managing an integrated insurance and risk strategies program as part of our comprehensive wealth management services.
Requirements
- Develop and launch the wealth protection strategies department
- Facilitate consultation and needs assessment with individuals and families
- Work closely with wealth managers to create integrated wealth protection strategies plans
- Ensure compliance with legal, tax and financial regulations
- Cultivate strong client relationships
- Provide ongoing training and support to wealth managers and staff
- Drive revenue generation
- Report to senior leadership on key performance indicators
Benefits
- Inclusive health, dental, vision and life insurance plans
- Easy access to mental health benefits
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) Savings plan with a generous company contribution (up to 5%)
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
