Rosemont Team
Rosemont Team

Join our Team

Are you an advisor looking for independence? Join Rosemont Financial Group and build your practice on a platform designed for true independence and limitless growth. Our advisors enjoy the freedom to craft client-centric strategies, backed by cutting-edge planning technology, robust cybersecurity, and a collaborative culture that prizes integrity, innovation, and shared success. We offer a truly turnkey platform—complete with a modern, tech-forward office infrastructure that lets you start serving clients on day one.

The perks of working with us

Rosemont provides a Turn-Key office setup for advisors looking for independence and a tech forward environment

Experienced Staff

Experienced Support Staff

Our dedicated team is here to help you manage and grow your practice with professional guidance and seamless support.

Professional Workspace

Professional Workspace

Enjoy a prime office location with convenient parking, well-appointed conference rooms, and a professional setting designed to impress clients.

Propietary Investment Strategies

Proprietary Investment Strategies

Gain access to our exclusive investment strategies and research to enhance your clients’ portfolios and strengthen your advisory services.

Trading Services

Trade Execution

Let our experienced team handle your trades and manage investment models, giving you more time to focus on building client relationships.

Automated Workflow

Automated Workflows

Streamline your operations with our technology-driven workflows, from account onboarding to ongoing maintenance—saving you time and effort.

Collaborative Environment

Collaborative Environment

Be part of a team-driven culture where innovation, collaboration, and shared success are at the heart of everything we do.