Financial Advisor

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