Careers

Committed To Competent & Ethical Service

We encourage all of our associates to pursue continual professional development activities, and place special emphasis on working toward the CERTIFIED FINANCIAL PLANNER™ designation, which reflects our commitment to competent and ethical financial planning. Only individuals authorized by the CFP Board to call themselves CFP® professionals have completed the established and rigorous education, examination, experience and ethical requirements of the CFP® certification process.

The Davis Financial Group, LLC has room for professionals with a range of experience – from recent college grads and career changers to seasoned professionals from the planning, insurance, and investment fields. Through our connection to Charter Oak Insurance & Financial Services and its relationship with Massachusetts Mutual Life Insurance Company (MassMutual), we have access to a range of benefits and other resources.

Here at The Davis Financial Group, LLC we have developed a unique model – at once entrepreneurial and independent, and at the same time highly collaborative and team-oriented. Individuals who thrive in our environment generally are service and values-driven. At the same time, they are competitive and strive for success and excellence. They can grasp the big picture as it emerges, but are detail-oriented and analytical. They are disciplined and self-sufficient, yet very comfortable working in the company of others. Ours is a remarkably satisfying and potentially lucrative field for a recent grad as well as someone looking for the “encore” career.

Anyone interested in exploring a career with The Davis Financial Group, LLC, is encouraged to call Allen Davis at 413-584-3098, or email him a letter (no resumes please!) expressing interest in having a conversation about a career with The Davis Financial Group, LLC.

A World
Of Resources

The Davis Financial Group, LLC is a division of Charter Oak Insurance & Financial Services, one of the fastest growing financial services firms in New England.

With offices throughout New England, Charter Oak Insurance & Financial Services has the reach, expertise, and resources to serve all of the financial needs of individuals and companies, large and small.

Through our connection with Charter Oak Insurance & Financial Services we can have it both ways – the resources of a larger firm, and the boutique service of the small locally owned company we are.

At The Davis Financial Group, LLC we are passionate about planning and analysis. Whether we engage in fee based planning, or more focused needs analysis in such areas as retirement, education, and protection, we witness every day how our work turns on the lights for our clients, empowering them with the potential to transform their lives.