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.
We also are open to inviting onto our team advisors perhaps stronger on the analytical and implementation side than on the “prospecting” side of the work. While prospecting for new clients is valued by all staff, we have adequate new client flow to support new advisors who would not have major responsibility for prospecting or “hunting”. We have learned the hard way that both skill sets are not required to provide excellent service to clients, which is our passion.
Advisors here enjoy industry-leading high payout rates on investments under our management. A variety of employment contracts are available, but all include a conveniently located, fully equipped and staffed professional office environment plus the ability to work remotely, a robust marketing program, and a path to equity participation on our partnership track. If you or someone you know is interested in learning more, write to us at email@example.com.
Securities and investment advisory services and financial planning services offered through qualified registered representatives of MML Investor Services, LLC, member SIPC, Supervisory office: 300 Whitney Avenue, Suite 600, Holyoke, MA, 01040, Tel: 413-539-2000. The Davis Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC.