As a Financial Advisor at David White and Associates, you’ll help individuals and their families achieve financial clarity while building the kind of lasting client relationships that define a career.
We’re one of the leading Ameritas agencies in the nation, with a 50+ year relationship serving the California State Bar and its 200,000+ members. We have partnerships with associations across California and beyond, which gives our advisors an advantage in connecting with clients from day one.
This is a career for self-starters who want the autonomy to build their own practice, backed by a structured support system, experienced mentors, and a team that does joint work.
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Financial Advisors at David White and Associates
What does a financial advisor do?
Financial planners help individuals, families, and business owners with retirement planning, investment strategies, risk management, education funding, estate planning, and wealth accumulation—combining technical knowledge with relationship-building to help clients achieve their goals.
Qualities of successful financial advisors
The best advisors are self-starters who are relationship-oriented, disciplined, coachable, and committed to helping others succeed. They take ownership of their results, embrace challenges, and are excited by the opportunity to build a business. Because this career is built on consistently meeting new people, developing trust, and delivering value, self-motivation and perseverance separate good advisors from great ones.
Income and earning potential
Your compensation grows with the business you build. To support you as you get started, we offer a three-year financing plan through stipends while you establish your practice. First-year advisors typically earn around $50,000, and income grows in step with the work you put into developing your client base. Advisors who build a strong client base typically find that by year three, recurring revenue is the foundation of their income. From there, earnings scale directly with the practice you've built.
We provide support to help you thrive
We believe success is built through teamwork, mentorship, and collaboration. Advisors here have the support of experienced professionals, access to proven systems, and a culture of shared growth, including training, technology, and paraplanning support.
Connect with potential clients through our partnerships
We have long-standing partnerships with the California State Bar, Oregon State Bar, builders associations, CPAs, and others. These relationships provide advisors with access to referral networks and association channels, creating consistent opportunities to connect with individuals and businesses actively seeking financial guidance.
Who shouldn’t apply
We aren’t a fit for everyone, and that’s ok. You shouldn’t apply if you:
• Don’t want to build your own business
• Aren’t passionate about continuously learning and growing
• Prefer a highly structured environment with defined processes
• Don’t enjoy meeting new people
• Struggle with managing your own schedule when you have a lot of freedom
Ready to apply?
We welcome rolling applications. Submit your resume and cover letter through our Indeed listing.
Questions? Reach out to our recruiting team at recruiting@dwassociates.com
