Financial Planner

Are you looking for a Career in Financial Planning and owning your own business? 

David White & Associates has served clients in the Bay Area since 1971. We provide financial planning services to individuals and business owners. Currently we serve close to 20,000 clients, manage over $650 million in assets and $6 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, as we teach you about the career and offer a 3 year training program to new advisors. The goal for a new advisor is for you to build a successful financial planning practice as we assist you in doing so by offering: 

• Training

• Marketing

• Benefits

• Three year financing plan

• Mentorship 

An insurance license as well as securities licenses are not required to begin our interview process. However, an life/health insurance license will need to be completed prior to onboarding with our firm. Securities licenses to be obtained within the first year or so. 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.