Planning Specialist

Wheel the World; United States; On-site; USD 60,000 - 95,000; Full time

Job summary

Signal Advisors is seeking a Planning Specialist to elevate the technical planning acumen of our advisor community. You will translate client goals and data into clear, actionable planning strategies, integrating protection, income, and accumulation concepts into cohesive recommendations.

Your work sits at the intersection of financial analysis and advisor enablement, turning messy inputs into structured, modular insights advisors can confidently deliver to clients.

Responsibilities

• Translate client goals and data into clear, actionable planning strategies by integrating protection, income, and accumulation concepts into cohesive recommendations.
• Turn messy, incomplete real-world inputs from sales-oriented advisors into structured, modular planning insights they can confidently deliver to clients.
• Provide technical guidance on where annuities, life insurance, and investment considerations fit within a broader financial plan.

Job description

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.

We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

THE JOB

Signal Advisors is seeking aPlanning Specialist to elevate the technical planning acumen of our advisor community. In this role, you’ll help advisors translate client goals and data into clear, actionable planning strategies—integrating protection, income, and accumulation concepts into cohesive recommendations.

Your work sits at the intersection of financial analysis and advisor enablement. You’ll take the messy, incomplete, real-world inputs that sales-oriented advisors bring to us and turn them into structured, modular planning insights they can confidently deliver to clients. You’ll also provide technical guidance on where annuities, life insurance, and investment considerations fit within a broader, well-constructed financial plan.

This is a role for someone who enjoys being the technical backbone behind strong advisors—someone who can see the strategy behind the products, connect the dots quickly, and bring clarity to complex client scenarios.

WHAT YOU’LL G..."