There are a ton of people who either love their job, and alternatively, there are a ton of people who hate their job but the money is just too much to pass up.  But is there anything more important than the money? Are there characteristics about a job that make it amazing?

What does Evan Do?

This isn’t an easy question to answer, because each day is different.  Since I just checked the google results for “my official title” and “Evan” and up pops me! I can’t be giving that to you, but I can discuss my responsibilities a little.

I am back-office support for a large number of financial planners in an agency of a fortune 250 insurance company.  My daily responsibilities can include brain storming cases, reviewing client’s/prospect’s Wills for possible issues, reviewing other documents such as Buy-Sell agreements, preparing life insurance illustrations, teaching about topics, creating cold calling lists and just right this second a planner called me looking for a roth conversion calculator (I directed him to Dinky Town’s Calc).

Do I like my Job?

When I get to a client/prospect review and the planner is giving me his or her assets, and there is an estate tax…yes, I get a rush from the brain storming that occurs.  Can a GRAT work? How about an ILIT? Is there a Tax Senstive Will?  Does that Will follow the Testamentary Intent of the client?

Some people would get the rush from the sale to the client (but I guess thats why they are in financial planning and I am in supporting Financial Planners).  I get paid regardless of whether they make the sale, and I have stated over and over that I really love my job, but it isn’t because of the pay.

What to Look for in a Job besides Pay

I guess the real reason for this post, was two-fold…one tell you a little bit more about me, since everyone knows I like talking about myself (hell, I started a blog where the first word in the domain is, “my”).  The Second, was to discuss various other factors that should go into your decision when thinking about taking a job, beyond the paycheck.  So what factors are more important than a salary when it comes to taking a job?

Professional Autonomy

This is probably the most important thing to me.  The ability to practice law on the side, the fact that when my dad was in the hospital I left everyday at 3pm to get to NYC to visit him, time off to visit doctors in the middle of the day this sort of freedom is worth a lot to me.

Funny story, when I first started here I needed time off for my house closing, so like any good employee I went into my boss’ office and asked/told him.  His response has stuck with me for 2.5 years – “This is not going to be our relationship.  If you need time off take it, I don’t care, just get your work done.”

Being stuck somewhere would make my head spin.


This is a no-brainer.  Is there a health plan? 401(k) Plan with match?

Mental Stimulation

Is the job going to keep you happy and stimulated?  There are a lot of people that forgo this one, for a paycheck.  I hate to say it, but I am pretty sure I am one of those people who could be bored at work if I made enough money.

The only solace is that I know I am not alone.

How are the Co-Workers?

You won’t be able to tell if there is a great office life there, but during your interview you should be able to tell if your boss is a miserable human being.  If he or she is miserable during the interview they are going to SUCK to work for.

Room to Grow

This could mean anything from higher pay, to a chance to move up in the corporate world (if that is even your wish).  I believe humans need goals and objectives to meet.


Does the job require travel? Is this a good or a bad thing? Are you reimbursed for your travel expenses?

What am I missing? What did you think about before taking a job?