Senior Planning Specialist

Signal Advisors•Minneapolis, MN

86d•Hybrid

About The Position

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.

Requirements

Certified Financial Planner (CFP) credential required, or be able and willing to obtain CFP mark within 12 months of hire.
1-2 years of experience in financial planning or paraplanning.
A high degree of familiarity with insurance products, including life insurance and annuities.
Excellent verbal and written communication skills, with a keen attention to detail.

Responsibilities

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.