What are the responsibilities and job description for the Financial Advisor position at David White & Associates?
About Us
David White and Associates is a leading wealth and insurance advisory firm dedicated to helping high-net-worth individuals and their families achieve financial clarity and long-term success. As fiduciaries, we act in our clients’ best interests—combining integrity, expertise, and an entrepreneurial mindset to deliver personalized, results-driven strategies. Our culture fosters collaboration, professional growth, and the shared pursuit of excellence.
What You’ll Do
- Build and maintain strong, long-term client relationships through consistent communication, trusted advice, and personalized financial guidance.
- Engage daily with new and existing clients to understand their goals and needs, design tailored strategies, and present customized solutions.
- Deliver exceptional client experiences that foster trust, loyalty, and referrals.
- Proactively network and leverage existing relationships to generate new business opportunities.
What You Can Expect
- Three-Year Financing Plan – A structured support system to help you establish and grow your business.
- Firm-Provided Office – Operate from our fully staffed branch office in San Ramon, CA, so you can focus on clients.
- Unlimited Earning Potential – Your income is directly tied to your effort, with no cap on growth.
- Comprehensive Compensation Package – Includes commission, profit sharing, and incentive travel opportunities.
- Collaborative Culture – Joint work is at the core of our success. New advisors partner with experienced mentors to learn, grow, and close business together.
- Continuous Learning – We emphasize ongoing professional development and continuous improvement in every aspect of your career. Weekly training classes, mentoring sessions and case preparation.
What We’re Looking For
- Curiosity and a Willingness to Learn – Our proven training program is built on real-world lessons that address today’s client needs.
- Client-Focused Mindset – You enjoy building relationships, understanding client goals, and helping them succeed.
- Strong Communication Skills – You connect easily with others, listen actively, empathize, and communicate clearly.
- Diverse Backgrounds Welcome – A finance background isn’t required. Many of our top advisors come from various industries where relationship-building and problem-solving are key.
- Licensing Requirements – Possess a State Life & Health License before your start date and obtain FINRA licensing within your first 6–12 months (training and fee reimbursement provided upon successful completion).
Join David White and Associates
If you’re driven by service, growth, and the opportunity to make a lasting impact in the lives of your clients, we invite you to join our team. At David White and Associates, your ambition, effort, and integrity are the foundation of your success.