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Make A Great Employee?

Optional Financial Strategies, Inc: Who would make a Great Employee?

Companies are always looking for great employees who can grow with them into the future.  Our firm is no different in that need, which is why we’re constantly looking for individuals that can fit our office culture of integrity, confidentiality, professionalism, and energy.

Our experience has shown that our ideal employee possesses the following attitudes, behaviors, and characteristics to allow them to succeed to the highest levels: (These are not in any order of priority.)

  1. Highest level of integrity at all times.
  2. Ability to maintain client confidentiality at all times.
  3. Dedication to doing every job well, regardless of how “important” the job is.
  4. Professionalism in thought, action, and dress.
  5. Energetic and Passionate about helping clients, even when it is difficult and demanding.
  6. Confident, but not arrogant in any way.
  7. Excellent written and oral communication skills.
  8. Positive attitude and sense of humor.
  9. Reliability in showing up on time, on getting assigned tasks done, and on supporting other staff.
  10. Able to collaborate with others, yet think independently.
  11. Able to learn from their mistakes, and the mistakes of others.

The technical work performed by our team can be very demanding, especially during times of market turbulence.  As such, while almost anyone can be trained to do the tasks, only a few will have the passion and temperament to perform well under very taxing circumstances.  Finally, while we do give strong consideration for experienced applicants, our office hires for character first, and skills second.

Our positions include:

  • Advisor Assistant
  • Wealth Advisor
  • Office Administrator

Optional Financial Strategies, Inc: Work Environment and Benefits:

Our office is open 5 days a week, with staff being broken up into two teams.  Each team works 4 days a week, 10 hours a day, with one team having Monday off and the other team having Friday off.  The days off are rotated so that every couple of weeks employees can enjoy a 4-day weekend without losing any pay.  We keep this schedule year-round so our team can also spend time with their families.

Other company benefits include:
A. A very positive work environment;
B. Paid holidays;
C. Paid personal time;
D. Paid vacation;
E. Access to company SIMPLE Plan;
F. Company paid professional development;

If you’re interested in being considered for our team, please submit a Contact request indicating that you’d like to set up an interview and our team will reach out to you promptly!