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Planning Associate

Alterra Advisors
Bellevue, Washington State
Better than competitive!
Closing date
Oct 9, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification
Not necessary
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Job Details

Wanted: Highly organized, people-centered, finance enthusiast

Location: Downtown Bellevue, Washington


Position summary

We’re looking for a true ‘A’ player to join our team as a Planning Associate. This entry role is designed for the individual who is looking for a great beginning to their financial advising career.  One who thrives in serving people, is dedicated to learning, and is committed to developing financial planning savvy alongside a team of experienced advisors.  Our team members are highly valued, supported in their growth and development and compensated more than competitively. And, above all, Alterra exudes our people-first values.

Job description

  • If you want your daily work to have a significant and positive impact on people’s lives…
  • If you want a firm who invests to help you learn, develop, and grow your career…
  • If you want a firm who delivers the training and mentoring necessary to be successful…
  • If you want a firm with a proven career track…
  • If you want to work on a team with other passionate, high-performing, and talented people…
  • If you’re looking for something fun, fast-paced and meaningful…

Then you’ve found your dream position!

Alterra Advisors is hiring a Planning Associate to deliver the daily “wow” to our valued clients through effective financial planning and wealth management.  As you work with our advisors to develop financial plans, assist with implementation of strategies, and ongoing advising services, you’ll be an integral part of delivering the 5-star experience we strive for every day. Success in this position is imperative to achieving Alterra’s mission of being a leading wealth management firm in the Pacific Northwest.

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.  Our mutual goal is to give you the resources and opportunities to progress your career track to eventually become a lead advisor and beyond at Alterra.

You are the Rockstar we’re looking for if you’re a super people person with positive charm, resourceful, enjoy working in a fast-paced environment, are a self-starter, have highly detailed, organizational and problem-solving skills, and can manage tasks efficiently and effectively in collaboration with a team.

Work experience:

  • Bachelor’s degree
  • College studies preferably in finance, economics, or business related
  • Completion of the CFP® education coursework a bonus, not required

Key expectations & skills:

  • Positive, friendly and good-humored personality
  • Mature, wise, poised and polished professional with an attitude of service
  • Excellent and world-class quality work is the only acceptable standard
  • Works efficiently with a naturally high attention to detail and processes
  • Superior skills in Excel, Word, and generally internet savvy
  • Excellent verbal, written and editing skills
  • Residence within a reasonable commute to downtown Bellevue is a must

Full time position, hybrid remote schedule between office and home, with great flexibility within the role.

Compensation: BETTER than competitive.

Must satisfy background check.


Alterra Advisors is an independent wealth management firm. From successful entrepreneurs and business owners to retirees and those with big charitable goals, we’re here to serve. And because each client is unique, we don’t have pre-determined solutions. All wealth management plans are unique and personalized.
Find Us
500 108th Ave NE
Suite 1700
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