Financial Advisor - Firefighter Retirement Planning & Relationship Management

Financial Advisor – Firefighter Retirement Planning & Relationship Management Location: Hybrid in Cleveland, OH; Our client is a growing financial services organization expanding its commitment to helping firefighters and their families build stronger financial futures. This is a unique opportunity for a relationship-driven Financial Advisor to serve a dedicated professional community, provide meaningful retirement education, and develop a long-term advisory practice without relying on traditional cold prospecting. With an established community to support, a stable base salary, and the freedom to manage your own territory, this position offers the chance to make a lasting impact while building a rewarding career. Performance-based bonus opportunities, with additional commission potential. Access to an established professional community, reducing dependence on traditional cold calling and self-generated prospecting. A hybrid, territory-based schedule with significant independence and flexibility to organize client meetings and outreach. Structured onboarding, experienced advisor mentorship, and ongoing organizational support. Develop trusted relationships with firefighters and their families, providing consistent financial guidance and personalized attention. Educate members on retirement savings, deferred compensation programs, investment fundamentals, and financial planning considerations. Serve existing retirement plan participants by answering questions, explaining available options, and supporting their ongoing financial needs. Build a strong local presence through firehouse visits, educational presentations, community meetings, and individual consultations. Restore confidence among individuals who may have experienced inconsistent financial guidance by demonstrating integrity, patience, and dependable follow-through. Identify appropriate opportunities to expand retirement plan participation and provide additional advisory services based on individual needs and financial goals. Independently manage an assigned Ohio territory, coordinating travel, appointments, relationship development, and ongoing client engagement. Experience in financial advising, retirement plan services, investment education, banking, or employee benefits is preferred. A service-first mindset grounded in integrity, loyalty, sound judgment, and a genuine commitment to building lasting client relationships. Strong interpersonal, presentation, and financial education skills, with the ability to make complex retirement and benefits concepts understandable. Demonstrated ability to establish credibility, earn the confidence of skeptical individuals, and prioritize long-term relationships over immediate transactions. Entrepreneurial initiative, strong organizational skills, and the ability to independently manage a geographic territory and maintain consistent follow-through. Genuine respect for firefighters, first responders, and their families, along with the flexibility to travel locally and accommodate occasional nontraditional meeting hours. Series 65, Series 6, and Ohio Life & Health licenses preferred, with willingness and ability to obtain required credentials. Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership.