Strategic Planning Specialist - Advisor Enablement

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 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.