David White & Associates · 1 week ago
Financial Advisor
San Ramon, CA
Full-time
Onsite
New Grad, Entry LevelDavid 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. The Financial Advisor role focuses on building and maintaining strong client relationships, delivering personalized financial guidance, and generating new business opportunities through networking and trust-building.
CrowdfundingFinancial ServicesFinTech
Hiring Manager
David White
Responsibilities
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
Qualification
Required
Possess a State Life & Health License before your start date
Obtain FINRA licensing within your first 6–12 months (training and fee reimbursement provided upon successful completion)
Curiosity and a Willingness to Learn
Client-Focused Mindset
Strong Communication Skills
Preferred
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
Benefits
Three-Year Financing Plan
Firm-Provided Office
Unlimited Earning Potential
Comprehensive Compensation Package
Collaborative Culture
Continuous Learning
Company
David White & Associates
David White & Associates is a privately held company providing financial planning advice throughout the Greater Bay Area.
Founded in 1971
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Riel, CFP® CPWA®
CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® | Senior Partner
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