Senior Planning Specialist

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 120+ 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 a Senior 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.

WHAT YOU’LL GET TO DO

• 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 needs.
• 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.
• Evaluate advisor goals and client constraints to identify suitable product strategies—using product knowledge as a tool within a planning framework, not the end goal.
• 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.

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

• 💪  Executer: We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.
• 💁  Customer Centric: You’re obsessed with creating an unparalleled customer experience. 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.
• 🤔  Problem Solver: Working at a startup is rife with challenges. These challenges invigorate you! When you come up against friction or roadblocks, you demonstrate excellent problem solving skills—exploring creative solutions and taking ownership to keep moving forward.

WHAT YOU HAVE

• Certified Financial Planner (CFP) credential required, or be able and willing t