What makes a great P&A employee

As P&A continues to grow, we have again found ourselves needing to add another great individual to our team.  We are fortunate to have an outstanding team at P&A, and we know it is a big task to find another employee up to the P&A standards.   Every time we set out to hire someone, it provides an opportunity to remind ourselves of what makes a great P&A employee.  We thought we would share with you some of the things we look for in any new hire – these are traits you should expect from anyone on our team. 

 1) Self-Starters:  We want someone who comes to work looking to tackle new challenges, create work for themselves, and keep pushing us all to be better – better investors, better communicators, and better coworkers. 

2) Curious:  The world of finance and investments is ever-changing.  Take cryptocurrency, for example – 10 years ago there wasn’t anyone who had heard of it or knew what it was; now, it seems like you can’t go a day without hearing about it on the news.  P&A hires employees who have a natural desire to learn more about new developments in the world of finance and investments.  Some of our best investment ideas come from the curiosity of our employees. 

3) Opinionated:  Being opinionated isn’t a negative thing around P&A.  We want all our employee to be able to form and have an opinion – it helps lead to a healthier debate and better outcomes.   This doesn’t mean we always get to be right all the time, but we like a diversified set of voices to avoid groupthink.  Those stocks in your portfolio – they probably didn’t get 100% agreement from our research team and there was some healthy debate about the merits of each one. 

4) Active Listeners – This seems obvious, but it is a skill a lot of people really don’t seem to have.  Next time you give us a call, pay attention to how much we talk versus you.  It is our job to listen first and then provide advice, guidance, and input.  The more we listen – and understand – the better job we do serving our clients.   

5) Continuous Learners – The next time you are in our office, check out the certifications hanging in Conference Room B.   We encourage all our employees to continue expanding their knowledge – either through formal certification programs, or informally through several different trade magazines, websites, or newspapers.

There are a number of items that we look for in a P&A employee, but items listed above often bubble up to the top and are non-negotiable.  Making sure we hire the right people with the right traits helps P&A continue to deliver the highest level of service to our clients.  Stay tuned in the coming weeks as we’ll be introducing our newest P&A team member!

Clicking on the links above may result in you leaving the Pittenger & Anderson, Inc. website. The opinions and ideas expressed on these external websites are those of third-party vendors and Pittenger & Anderson, Inc. has not approved or endorsed any of this third-party content. For the full Terms & Conditions of using the Pittenger & Anderson, Inc. website, click on this link.

Pittenger & Anderson, Inc. does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.  Additionally, the information presented here is not intended to be a recommendation to buy or sell any specific security.  To learn more about our firm and investment approach, check out our Form ADV.

Click here to download the PDF version of this article.

Was this post helpful?

Previous

Next

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

Get P&A in your inbox!

Get P&A in your inbox!

Our once-a-month email is designed to cover topics that impact your financial life, whether you’re just starting out, mid-career, or enjoying retirement.  Learn about planning opportunities, our thoughts on the markets, and many other empowering topics.  We will never sell or give away your email address, nor will we spam you.  We embrace the Golden Rule.

You have Successfully Subscribed!

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

Please enter your name and email below.

You have Successfully Subscribed!

The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

Please enter your name and email below.

You have Successfully Subscribed!