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How We Work

Our team is our most important asset, and we’ve built an environment where individuals are encouraged to further their education, pursue new ideas, and paths in their careers.

If you are a financial planner or interested in a financial planning role please click the button below for more information about that position and opportunity. 

Financial Planners

Our Process

We create strategies that are tailored to needs and goals of our clients.

Our History

Years of experience have prepared us to help guide you through your career journey.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Current Openings :

Office Coordinator

Office Coordinator

The Office Coordinator will undertake a variety of day-to-day office and clerical tasks. You will be an integral part of ensuring that our office operations run smoothly and are successful in supporting other business activities. 

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Financial Planning Assistant

Financial Planning Assistant

The financial Planning assistant will assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You will also perform administrative duties for your manager, such as scheduling meetings. 

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Interested in working with SWP? Apply Here.

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