Highly organized, people-centered, proficient advisor. Alterra Advisors is hiring a Financial Advisor Associate to deliver the daily 'wow' to our valued clients through effective financial planning and wealth management. In collaboration with a Lead Advisor, you'll meet with clients to understand their unique situation and desired outcomes, and design creative planning strategies. As you then take the lead on the implementation of financial plan items and wealth management services throughout the year, you'll be an integral part of delivering the 5-star experience we strive for every day.
Mar 04, 2022