Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.Do Work That Matters
Our Work Can Positively Influence the Lives of Hundreds of Thousands of Retirees
Opportunities
Below you'll find a list of opportunities here at SWAN Capital. Click on the link(s) below to apply online.
Financial Advisor
Certified Public Accountant (CPA)/Enrolled Agent
Perks That Keep You Light as a Feather
At SWAN Capital, we know that our success soars on the wings of an incredible team. Just like the graceful swan, we aim to glide effortlessly on the surface—while working hard beneath to ensure our clients and team Sleep Well At Night. Ready to spread your wings and grow with us? Here’s how we make working at SWAN Capital truly extraordinary:
Money for Nothin'
We believe in rewarding our team’s hard work with Two to Five weeks of paid time-off each year. Because everyone deserves time to recharge and float on calm waters.
Letting You Keep in Tip Top Shape
Healthy swans glide further! Here’s how we take care of you:
- We cover 50% of your group health insurance premium.
- Enjoy weekly Grab & Go lunches and quarterly team luncheons out on the town.
- Sip on gourmet coffee or loose-leaf tea daily.
- Our new office includes a state-of-the-art 1,500 sqft gym with a steam room—perfect for keeping your feathers in fine form.
Giving Back with Grace
At SWAN Capital, we believe in making a meaningful impact. Four times a year we close our office to volunteer at a new location, empowering our team to give back to the community.
Dress to Impress
We believe in presenting ourselves with the elegance of a swan. To help you shine, we offer a clothing reimbursement for professional dress attire.
Inspire and Be Inspired
Our Quarterly Inspire U events educate and uplift, helping you grow personally and professionally. From managing personal finances to unlocking your full potential, these sessions are designed to make you the best version of yourself.
Retirement That Takes Flight
We’re not just about helping our clients retire; we’re about helping you soar into your golden years, too:
- Roth 401(k) with an 8% company match that grows alongside client investments.
- Contribute up to $23,000 annually if you’re under 50, or $30,500 if you’re over 50, plus the match.
- Traditional or Roth IRA options: We’ll guide you in funding $7,000 per year if under 50 or $8,000 for those 50+.
Learn, Grow, Soar
We’re here to help you glide to new heights:
- Mentorship is part of the deal—we’ll help you grow as a person, not just as an employee.
- We pay for books, audiobooks, and educational programs, and even bonus you on your pursuit of betterment.
- Want to get licensed or certified? We’ve got you covered:
- Life insurance and health insurance licenses
- Series 65 securities registration
- Certified Financial Planner® designation
A Nest You Can Call Your Own
For our tenured team members, we provide a lucrative profit-sharing plan to reward the collective effort of making thousands of retirees’ lives better.
Ready to Take Flight?
If you’re ready to join a team where your growth, well-being, and professional success are nurtured, come soar with us at SWAN Capital. Together, we’ll make ripples that matter—one graceful glide at a time.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. SWAN Capital, LLC., is committed to providing equal opportunity and reasonable accommodations to employees with disabilities. SWAN Capital LLC., complies with the Americans with Disabilities Act and all other applicable federal, state, and local laws regarding disability discrimination and accommodation.
As part of this commitment, SWAN Capital LLC., will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact Katie Lortie, Human Resources Generalist, (850)380-9558 or Katie@SWAN-Capital.com.