We Work in the Service of Others
Our success depends on our client’s success. And, the only way to achieve our mission is to listen more than we talk and remember how very personal our decisions are to each person we serve. They expect us to do our very best and work at getting better each and every day. We expect the same.
This requires a collaborative team—players with individual skill sets all following the same path. Did you think we were describing our approach to client service? Actually the same things also apply to our team members. Care to join our team?
What We Look for in Our Team
Individuals that demonstrate independent thinking, and thrive as a team player.
Independent Thinking
A natural intuition to go above the norm to serve a client and create a wow experience.
Client First Approach
Alterra team members take full responsibility of their role, and seek be better every day.
Taking Ownership
A positive attitude creates the best outcomes, a wow client experience, and it's more fun!
Staying Positive
“Alterra is the perfect fit for me. I’m valued, I’m a leader in my role, and I truly love what I do. It’s an honor to be the welcoming face of a company that not only prioritizes excellence but also deeply cares about its people - our well-being, growth, and success. Everything here is intentional, from who we hire to how we build our culture, and I’m grateful to be part of a team that leads with purpose.”
— Donya Smith, Director of First Impressions"Our culture is what sets us apart as a team. There is no Alterra without our team members. I strive every day to get better at supporting, challenging, and encouraging growth in each person and their career. Then, we can make the biggest impact on the clients we serve – together!"
— Grant Monson, Founder and Financial Advisor"Alterra is a place to grow—both professionally and personally. Great people make coming to work a true joy. It’s a workplace full of unique skillsets, each honed and brought together to accomplish great things as a team. Collaboration, growth, and purpose are at the heart of what we do."
— Jack Bell, Financial Advisor"I love growth and Alterra is the place for growth. We develop as leaders in all aspects of life. It’s an integral part of our daily culture. We expect excellence from one another, but we know how to have fun and genuinely enjoy being together."
— Nikki Wright, Director of Client CareThinking of taking the next step?
Exploring your next career move is exciting, yet can also be daunting. Let’s start a conversation, in confidence, to explore your next career move and see if we’re a fit for you.
Current Position Openings
Currently No Openings
There are currently no openings at this time but if you feel you’d be a good fit, we’d always love to hear from you.
Honored By Others
Recognition by the community that inspires us
