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The Pacific Bridge Companies

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The Pacific Bridge Companies is passionate about helping financial 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 realize their financial dreams. 

Internal Wholesaler/Consultant - (Annuities, Life Insurance)
The Pacific Bridge Companies Pasadena, CA, USA
Sep 08, 2020
Full time
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...