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Financial Planning Specialist

Company Overview

Clifford Swan Investment Counselors is an independent, 100% employee-owned registered investment adviser serving affluent individuals, families, and nonprofit organizations. With $4.5 billion in assets under management and approximately 950 clients, Clifford Swan is committed to providing objective investment management based on rigorous investment research and financial advice, with personalized, responsive client service. Clifford Swan embraces a culture of mutual respect among colleagues, rooted in our founders' timeless values — client interests above all other considerations, highly personalized service, attention to detail, and complete commitment to our clients' financial success. We believe this culture makes Clifford Swan an exceptional place to build a rewarding career.

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  • 1 day ago

    Fixed Income Portfolio Manager

    Financial Planning Specialist - Pasadena, CA, United States
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    Clifford Swan Investment Counselorsis an independent, 100% employee-owned registered investment adviser serving affluent individuals, families, and nonprofit organizations. With $4.5 billion in assets under management and approximately 950 clients, Clifford Swan is committed to providing objective investment management based on rigorous investment research and financial advice, with personalized, responsive client service. Clifford Swan embraces a culture of mutual respect among colleagues, ...

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