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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 130+ 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!
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.
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.
These are the values that drive how we operate and make decisions.
🌔 We’re obsessed with finding a better way. Never settle for less.
🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭 We do the right thing. Sticking to the highest standard of integrity is not optional.
💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
🚀 We launch big ideas and then obsess over feedback to learn how we can make it even better.
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.
In addition to salary, our team members benefits include:
Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description.