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 are interested in talking with financial professionals who are either currently working as licensed investment advisors or financial planners, or other professionals who want to affiliate with an independent planning firm that will train.

Applicants can come from insurance, banking, retirement plans, philanthropy, accounting, law, or other related fields. We encourage and will support the acquisition of the CFP designation, as well as other designations (such as ChFC, CAP, AES).

We are always open to teaming with other advisers who are managing their own book of business and could potentially benefit from joining up with another firm for purposes of succession planning, a shift to more of a “planning” model, or the stimulation of working collaboratively with a team of other advisors with a diversity of backgrounds.

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


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

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