Planning Specialist

Signal Advisors

Planning Specialist enhancing technical planning for financial advisors at Signal Advisors. Focused on translating client goals into actionable planning strategies and supporting advisor excellence.

Posted 7/16/2026full-timeDetroit • Missouri • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep knowledge of insurance products, particularly annuities, and possesses strong financial planning skills. Excels in communication and attention to detail while providing technical support and guidance to advisors.

Highest-signal resume keywords

Insurance Product KnowledgeFinancial Planning ExperienceExcellent Communication SkillsAttention to DetailTechnical Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningParaplanningCase DesignRisk ManagementTax PlanningEstate PlanningProduct StrategyPlanning DeliverablesScenario ComparisonsPlanning Recommendations

Soft Skills

CollaborationClient Trust BuildingProblem SolvingAdaptabilitySupportive Communication

Industry Keywords

AnnuitiesAsset ManagementField UnderwritingSuitability ConsiderationsPlanning FrameworkClient ObjectivesAdvisor SupportPlanning Team CollaborationSales-Oriented AdvisorsTechnical Expertise

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

Medical, vision, and dental coverage
FSA or HSA-eligible health plans
3% 401k company contribution with no vesting period
Paid parental leave for all parents
Learning & Development stipend
Wellness Programs
Flexible vacation policy
Dedicated sick days
10 company-wide holidays
$500 for your home office setup
Flexible, hybrid working environment
Annual all-company retreat
Competitive equity package based on on role and level