Are you ready to embrace your clients’ values, join a collaborative team of unique financial professionals, and enhance your business with cutting edge technology? We are a growing group of financial advisors and planners who are looking to add likeminded individuals to our team to enhance the value we provide for our clients.
Rocco & Associates hosts a quarterly study group for advisors of all levels of experience. Our group is designed to be a forum for professionals to discuss our shared issues, challenges and successes. Are you afraid of how Robo-Advisors will affect your business? Interested in how to drive more referrals from your avenues of influence? Or maybe how the newest FINRA rule affects your practice? So are we and we would welcome the opportunity to share the research that we, and other advisors, have gathered on these topics and more. There is nothing more powerful than strength in numbers!... Learn More
What is your favorite part of your day? Do you enjoy meeting with clients? Analyzing market trends? Building financial plans? Prospecting new client relationships? At Rocco & Associates, we use a collaborative team approach so our advisors can focus on what they enjoy and your other teammates can assist with the rest. If you are tired of being the problem solver, researcher, salesman, account manager, trader, and planner for your clients, or feel that your clients could be better serviced if you were supported by an equally talented team, than the Rocco & Associates family should be your family… Read More
Are you looking to slow down at the office? Want to remove yourself from the day to day management of your firm? Our thoroughly crafted succession planning solutions are designed to give fellow advisors the confidence to transition their businesses. Whether you want to retire in the near future or desire to maintain client relationships throughout retirement, Rocco & Associates has a solution for you. Our succession planning includes detailed valuation methods, a custom timeline of events, and flexible payment options to ensure that you, your staff, your clients and most importantly, your family, are provided for… Read More
One thing that our business teaches all of us is that accidents do happen and tragedies sometimes occur. At Rocco & Associates our business continuity solutions will provide you and your clients with the satisfaction of knowing that should an unfortunate occurrence happen, your business will still be in good hands. Our team is dedicated to getting to know your clients and understanding their values while crafting customized plans to help them live by those values for years to come… Read More
Are you not an advisor but interested in becoming one or pursuing another career at Rocco & Associates? Check out our careers page and get on the road to working in Wealth Management today! Careers