Working at Clifford Swan
Great results come from great people. Join a cohesive team that’s committed to delivering financial peace of mind.

You don’t get to celebrate 100+ years as a company by staying the same. We evolve as we stay true to our founding principles by recruiting and welcoming each successive generation of forward-thinking professionals.
Cultivating Collaboration
Work alongside passionate professionals in a supportive atmosphere where ideas can flourish. We value individual perspectives and problem solvers – because our strength derives from our team’s diverse backgrounds, experiences, and talents.

Investing in Our Team
Our success is tied to the growth and development of our team members. We celebrate talent within our organization and foster an environment where you can thrive personally and professionally, with leaders dedicated to sharing their expertise and guiding your career path. We utilize a coaching model and encourage you to embrace new challenges and explore roles that align with your aspirations.

Supporting Our Community
At Clifford Swan, giving back is integral to who we are. We actively support local organizations and initiatives that enhance community well-being. Through community leadership and volunteer efforts, financial literacy programs, and charitable contributions, we strive to make a positive impact beyond wealth management.

Our Summer Internship Program
We invite undergraduate students interested in investment and wealth management to apply to our highly regarded internship program. Over six weeks, interns complete several impactful projects while developing skills across key areas of an investment advisory firm, including:
- Wealth planning
- Portfolio management
- Securities analysis and research
- Trading and execution
- Client service
- Compliance
- Marketing
- Operations
Interns are paired with experienced Clifford Swan professionals, who provide mentorship and hands-on guidance throughout the program.

Benefits and Perks
Each of us has a life outside of the office.
We promote work-life balance, so we can take care of ourselves and,in doing so, better serve our clients. Our broad benefits are designed to enhance your well-being and career growth.
Professional Development:
Team Celebrations
We celebrate milestones and achievements together – from monthly birthday and work anniversary breakfasts, to weddings, baby showers, and social hours welcoming new team members.
Coaching Model
Rather than a traditional manager, each employee has a coach that is also focused on supporting their professional development.
Learning Stipends
To aid your professional growth, we offer firm-funded education and learning resources.
Outside of the Office:
Paid Family Leave
We offer paid parental leave to team members who have welcomed a child into their family.
Paid Time Off
So that you can rest or recharge, we offer sick time, vacation days, and personal days.
Remote Work
While we value and encourage in-person collaboration, our remote work policy offers flexibility when and where it’s needed.
Insurance:
Health and Wellness
To support your well-being, we offer comprehensive medical, dental, and vision insurance options for you and your family members.
Short & Long-Term Disability Insurance
To provide you and your family peace of mind, we offer short- and long-term disability insurance to protect your income during unforeseen circumstances.
Compensation:
Profit Sharing
401(k) profit sharing strengthens your future.
Short & Long-Term Incentive Plans
Earn an annual bonus for significant contributions toward the firm’s strategic goals. Deferred compensation recognizes your impact on the long-term success of the firm.
Partnership Opportunities
As an independent, 100% employee-owned firm, ownership opportunities exist for key contributors in certain roles.