# Planning Specialist at Signal Advisors

- Company: Signal Advisors
- What the company does: 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.
- Company website: https://www.signaladvisors.com/
- Type: Startups
- Level: Mid level
- Location: Remote (United States)
- Work setup: Remote
- Posted: 2026-07-15
- Apply by: 2026-10-08
- Apply: https://ats.rippling.com/signaladvisors/jobs/e6c195cf-72a0-4e6d-8012-0deb2561819b
- Page: https://www.1752.vc/careers/jobs/signal-advisors-planning-specialist/

## 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

Tags: Planning