Highly organized, people-centered, finance enthusiast. 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 one into the world of advanced financial planning and wealth management for people with complex finances to create the maximum impact for their family, business, and their charities. You will be challenged not only to fulfill your role supporting the advising team, but to learn all it takes to be an effective financial advisor to this unique clientele.
Mar 04, 2022