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Financial Planner
3150 Crow Canyon Place, Suite 200

A Career in Financial Planning
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 you in doing so by offering:
  • Training
  • Marketing
  • Benefits
  • Income subsidy for first 3 years
  • Mentorship
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.
Please contact us at recruiting@dwassociates.com for more information.
 

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