Description
Signal Advisors is hiring a full-time Planning Specialist to translate advisor-submitted client data into structured financial planning recommendations. The role combines financial analysis with advisor enablement, covering retirement income, longevity, risk management, tax and estate planning, annuities, life insurance, investment considerations, case design, underwriting diligence, and planning deliverables. Candidates should have deep insurance product knowledge, especially annuities, and 1–2 years of experience in financial or paraplanning. The position offers a flexible hybrid work environment and medical, vision, and dental coverage.
