David White & Associates was formed in 1971 to provide financial planning services to individuals and business owners. Currently we serve close to 20,000 clients, manage over $650 million in assets and $4 billion of insurance that provides protection for our clientele’s families, businesses and estates.
We are looking to add advisors to our team. No experience is required. We offer a training program, (with compensation) while you build your business. The goal is for you to build a successful financial planning practice as we assist by offering:
Income subsidy for first 3 years
An insurance license as well as securities licenses are not required to begin, but will need to be obtained. If you have an entrepreneurial bend or spirit, enjoy working with people and want to build something for yourself that you will have equity in, you should contact us to further discuss our process. Prior to doing so, please take a moment to visit our website at www.dwassociates.com and check out our videos under the “Career Opportunities” tab to see what our advisors say about this career.
Our credentialed and skilled Financial Professionals strive to build relationships with each client in order to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financ...ial problem solving. The advisors at David White & Associates provide guidance to help you navigate today’s complex financial decisions. We provide a unique approach to coordinating wealth strategies such as investing, insurance, tax strategies and estate planning for individuals and businesses.