Career Pathway

81 Highland Avenue, Suite 200
Bethlehem, PA 18017

(610) 606 – 0555

Find Openings: Email us at service@RocklandWealth.com

Business Description

Our Mission

We take complex financial issues and invest the time to educate our clients. This empowers the client to see and track their financial goals and involves them in their own mission for financial success. The process we employ is to analyze current data such as: business financial statements, statement of accounts, employee benefit packages and then identify both corporate and individual goals and objectives. We then prepare recommendations and strategies designed for the overall well-being of our clients.

Commitment

We are committed to deliver high quality, value oriented financial services that address both business and personal financial needs, educate our clients, and stand ready to coordinate with all other professionals in the planning process.

Our Firm

Our team’s combined experience, credentials, and client care skills is what sets us apart. We believe our constant attention to customer service will build long-term trust.

The Rockland Group is not owned or operated by Equitable Advisors or Equitable Network. Financial Professionals are contracted with, and registered representatives of, Equitable Advisors, LLC (member FINRA, SIPC) and contracted with, and agents of, Equitable network, LLC and must be approved to conduct their business under The Rockland Group-Wealth Management, LLC, doing-business-as (D/B/A) name. Equitable Advisors, LLC. Equal
Opportunity Employer-M/F/D/V.AGE-155364 (8/20)(8/22).

Knowledge, Skills, and Abilities Needed

We’re looking for employees with…
• Self-Motivation
• Desire to grow with the firm
• Strong organizational skills
• Strong attention to detail
• A desire to help others reach their financial goals

Senior Partner

Become an equity partner and step into a managing role such as CEO, COO, CFO. Have a role in planning the future direction of the firm.

Projected Earnings: $200,000+

Partner

Grow into a leadership role in the firm. Continue to guide established clients through financial milestones. Guide younger professionals coming in the firm, providing experience opportunities and knowledge.

Projected Earnings: $150,000

Financial Advisor / Planner

Financial Professional (commission) or Financial Planner (Salary) Develop in the firm, creating and growing relationships with clients. Obtain industry designations in the financial planning field and/or focus in particular markets.

Financial Professional: $100,000+ or Financial Planner: $50,000+

Junior Advisor / Financial Planner

Junior Advisor (commission) or Junior Financial Planner (Salary) Two tracks available – One is commission based for those looking to build a
practice and other is a staff position centered around developing financial plans for clients. Work on obtaining specialized industry designations.

Junior Advisor: $50,000 or Jr. Financial Planner: $25,000 -‐ $50,000

Gold Mentee

Program that pairs up experienced Financial Professionals with those newly joining the firm to develop industry knowledge while obtaining
state life/health and FINRA securities licenses. College Degree preferred. Industry experience not required.

Average Earnings: $25,000 ‐ $50,000

Internship

Geared towards College level students majoring in areas such as Finance, Economics, Accounting, or Marketing to obtain real world experience in the field of financial planning.