Financial Advisor

Employer
David White & Associates
Location
San Ramon, California
Salary
50,000-70,000
Closing date
Jun 4, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Not necessary
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Job Details

College Job Board Ad

A Career in Financial Planning

David White & Associates was formed in 1971 to provide financial planning services to individuals and business owners.  We currently serve tens of thousands of clients, manage over $1.4 billion in assets and $4 billion of insurance benefits, providing protection for our clientele’s families, businesses, estates and financial futures.

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 you by offering:

●Training                        

●Income subsidy for first 3 years

●Marketing support       

Mentorship

●Benefits                       

●Association leads

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, come join us! 

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.

Please contact us at info@dwassociates.com for more information.

 

 

 

 

 

David White & Associates

3150 Crow Canyon Place, Suite 200

San Ramon, CA  94583

925-277-2600

Company

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 financial 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.
Find Us
Telephone
9252772600
Location
3150 Crow Canyon Place, Suite 200
San Ramon
CA
94583
US

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