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. Backed by General Catalyst.
About the role
Signal Advisors is seeking a Planning 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.
What they're looking for
- A deep knowledge of insurance products, especially annuities
- 1-2 years of experience in financial planning or paraplanning
- Excellent verbal and written communication skills, with a keen attention to detail
More about this role
Signal Advisors is seeking a Planning 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.
- Translate advisor-submitted client data into structured planning proposals that address a wide range of client objectives, from common retirement income, longevity and risk management concerns to advanced tax and estate planning...
Browse similar: Startup jobs · Remote jobs