Employment Opportunities

Financial Career Opportunities in Western Massachusetts

The Davis Financial Group is a mature, employee-owned, values-based financial planning firm in the heart of the Pioneer Valley in Western MA. Our company is experiencing tremendous growth, and we are seeking staff in a variety of roles to support our surge in new business.

We are strong proponents of team-based work with clients – we collaborate with each other on all cases, and of course work with our clients’ other advisors (attorneys, CPAs) as part of the extended team. We are dedicated to working holistically as fiduciaries in the Financial Planning process as described by the CFP Board and will train advisors from other environments to work in this manner.  

Current Career Opportunities

We have an immediate opening for a Business Operations Specialist - position description available below, and please contact info@davisfinancialgroup.com.

Responsibilities provide direct insight to the business, business development and operations activities of a client-centered, independent financial planning & advisory firm, and would serve as excellent preparation for a professional interested to pursue FINRA and CFP licensing to ultimately serve in Associate Advisor and Senior Advisor roles, or to become more involved in senior financial & operational activities.

High-energy applicants with a problem-solving mindset, professional office teamwork and administration experience, and a collaborative spirit will be well-suited to the Business Operations Specialist role. Finance, economics, or business studies are helpful, and exposure to insurance, banking, philanthropy, accounting, law, or other related fields is a plus.

Get In Touch With Us

Contact us to learn more about our current career opportunities and how you could be part of our growing team!

 10 Bay Road, Hadley, MA 01035

 (413) 584-3098

 info@davisfinancialgroup.com

 Mon-Fri: 9:00 AM - 5:00 PM
Sat & Sun: By Appointment

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