Alterra Advisors is hiring a Planning Associate to deliver the daily "wow' to our valued clients through effective financial planning and wealth management. You?ll be indoctrinated from day 1 into the world of advanced financial planning & wealth management for people with complex finances to create the maximum impact for their family, business and charities. You'll be challenged not only to fulfill your role supporting the advising team but to learn all it takes to be an effective advisor to this unique clientele. Ideal candidate: a recent graduate looking to launch their career in advising.
Sep 23, 2022