4 jobs found in Pasadena

Aloha! Pacific Bridge is passionate about helping advisors help 1st generation Americans from Asia financially acclimate to life in the U.S., pre- and post-immigration. U.S. financial planning practices in the U.S. are not currently set up to advise the immigrant communities. 1st generation immigrants face transitioning to a new country, adjusting to a new culture and lifestyle, and language barriers that may overwhelm them from prioritizing their financial planning for their new lives in America. We want to ensure that every immigrant who comes to America from Asia has financial advisors to turn to who understand their culture, where they come from, and can guide them. To do so, Pacific Bridge has developed Aloha Advisors, a global wealth management platform, for advisors who want to serve the 1st generation Asian-American immigrant community using the world’s best products, services, and cultural resources. If you are an advisor who feels as passionate as we do to serve 1st...

International Financial Planning Organization in the San Gabriel Valley is looking for SMART and TALENTED people with high INTEGRITY to get on the bus and join our team. Key Roles and Responsibilities: - Manages and coordinates field underwriting through policy delivery and service. - Maintains strong and productive relationships with insurance companies and vendors. - Key contact for insurance carriers, underwriters, advisors and clients. - Completes underwriting negotiations on all lines of business (life, annuities, long term care, disability, securities) with respective carriers. - Provides recommendations regarding cases regardless of their size and products. - Oversees policy services requests and client portfolio reviews. - Meets requests within the promised time frames and parameters. Attributes: - Strong attention to detail and extreme accuracy - Excellent verbal and written communication skills - Extensive negotiation and decision making skills - Ability to multi-task...

The Pacific Bridge Companies is an unique international wealth management organization that offers a variety of valued international strategies through its related corporations and partners in insurance, investments, banking, tax, and the law. We're building something special and we're looking for the best and brightest to lead the charge as we are expanding our Ohana Network in the US and Asia. The ideal candidate is an ambitious visionary who will be focused, have strong communication skills, and have the ability to think strategically. We're seeking those who aspire to be the best, work with the best, and share their very best for whatever part of the world it is needed. If you possess these characteristics and desire to be a part of something bigger than yourself, apply today! Primary Role and Responsibilities Identify new business opportunities and partnerships Create Business Integration Proposals and Joint Marketing Proposals for potential partners and...

Fast growing Global Wealth Management Specialty Services Company is seeking experienced insurance/investment specialists to join our Ideas Team. Position Summary: This is a highly analytical, creative, and demanding role within our company. Your role in the Ideas Team will directly affect the lives of the financial advisors (who are our clients) that we collaborate with and their clients. To enable our advisors to always provide the best information and advice to their clients, you will provide industry expertise when analyzing cases; create structured products; discover new life insurance, annuity, fixed income, investment and principal-protected products and providers; conduct research in an ever-evolving industry; and create learning materials and presentation.Your work directly affects the outcome of cases; so if you are the type of professional who wants to see your efforts in action, then the Ideas Team is for you. Working with a variety of international clients is...