Signaladvisors

Signaladvisors

Planning Specialist

Remote (United States) · Full-time

Sponsorship not specifiedDetected 1 day ago
Financial AnalysisCommunicationProblem SolvingUnderwriting

About the role

  • 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan.
  • 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.
  • 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.

Responsibilities

  • You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions-knowing every customer interaction is an opportunity to amaze. 🤔
  • Guide advisors through technical questions related to planning logic, case design, suitability considerations, and the strategic role of individual solutions.
  • Support field underwriting diligence by helping advisors understand risk factors and set appropriate expectations with applicants.
  • Create and refine planning deliverables (summaries, scenario comparisons, plan modules) that elevate advisor professionalism and deepen client trust.
  • Provide thoughtful, planning-first support via platform messaging, live phone support and case consultations-bringing clarity and direction to sales-oriented advisors who rely on deep technical expertise.
  • Collaborate with the Planning team to evolve our tools, templates, workflows, and internal knowledge base as our offering grows.
  • Our team is a blend of industry experts and technologists building a better business, together.
  • 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.

Requirements

  • WHAT YOU HAVE A deep knowledge of insurance products, especially annuities.
  • 1-2 years of experience in financial planning or paraplanning.

Compensation

  • The US base salary for this full-time position is determined by role, level, and location.
  • Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

Benefits

  • Design clear, modular planning recommendations that advisors can present directly to clients, connecting how asset management, annuities and life insurance each support the broader plan.
  • Signal Advisors is on a mission to solve the retirement crisis.
  • Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors.
  • Entrepreneurial Champions.
  • Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision?
  • You'll also provide technical guidance on where annuities, life insurance, and investment considerations fit within a broader, well-constructed financial plan.

Company info

  • WHAT WE'RE LOOKING FOR IN TEAM MEMBERS 💪
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This listing is sourced directly from Signaladvisors's careers page and normalized into a canonical job model.