Financial Advisor – Firefighter Retirement Planning & Relationship Management

Blue Signal Search; Cincinnati (OH); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid schedule

Mentorship program

Structured onboarding

Job summary

Blue Signal Search is seeking a Financial Advisor to support firefighter retirement planning and relationship management. This hybrid role covers an Ohio territory including Cleveland, Toledo, Cincinnati and Columbus, with independence to organize client meetings and outreach.

Responsibilities include educating firefighters and families on retirement savings, plan participation, and long-term advisory services, while building a trusted local presence and ongoing client engagement.

Qualifications

• Experience in financial advising, retirement plan services, investment education or banking preferred.
• Service-first mindset with integrity, loyalty and good judgment.
• Strong interpersonal and presentation skills to explain complex retirement concepts.

Responsibilities

• Develop trusted relationships with firefighters and their families, providing consistent financial guidance.
• Educate members on retirement savings, deferred compensation, investments and planning.
• Support retirement plan participants by answering questions and explaining options.
• Build local presence through firehouse visits, community meetings and individual consultations.
• Travel locally to manage the Ohio territory and maintain client engagement.

Skills

Financial advising

Retirement plans

Investment education

Banking

Employee benefits

Education

Series 65

Series 6

Ohio Life & Health licenses

Job description

Financial Advisor – Firefighter Retirement Planning & Relationship Management

Location: Hybrid in Cleveland, OH; Toledo, OH; Cincinnati, OH; Columbus, 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.

This Role Offers:

• Performance-based bonus opportunities, with additional commission potential.
• Access to an established professional community, reducing dependence on traditional cold calling and self-generated prospecting.
• The opportunity to build a long-term advisory practice with potential for recurring revenue and increased earnings as relationships and business develop.
• 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.

Focus:

• 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.

Skill Set:

• 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.

About Blue Signal:

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. Learn more at bit.ly/3IKiOzm