Aloha Financial Advisors - Serving the 1st generation ethnic communities in the US

  • The Pacific Bridge Companies
  • Remote (Pasadena, CA, USA)
  • Jul 02, 2020
Contractor Business Development Consultant Finance Insurance

Job Description


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 generation Asian-Americans, then we want to help you. Below, you’ll find who we’re looking for and what we provide you.

Aloha Advisors...

  • Live Aloha
  • Desire to be part of something greater than themselves. We are forming a movement of advisors who are passionate about helping the Asian-American immigrant population achieve their financial goals.
  • Understand and appreciate the different cultural nuances when working with different Asian cultures
  • Are skilled at listening to clients and discovering what is important to their clients. Aloha Advisors make what’s most important to their client most important to them and always do the right thing for their clients.
  • Hold themselves to a higher standard and are always learning what is new, always striving for perfection, and always going the extra mile in everything they do for their clients and their business.
  • Have their Life and Health licenses
  • Have their Securities Industry Essentials (SIE), Series 7/66

What We Offer

  • A platform ready for advisors to plug-in to and immediately start providing global wealth management services to their clients
  • Aloha Advisors have access to:
    • Training and Professional Development – Entrepreneurship, Consultative Methodology, Financial Alternatives, Agency Leadership, and more...
    • Benefits – 401(k), health plans, profit-sharing plans
    • Global Investments/Marketable Securities and Insurance Products available to multinational corporations, families, and individuals
    • Our Ideas Center – a collaborative team of specialists dedicated to finding financial alternatives within banking, insurance, investment, tax, and the law around the world
    • Specialty Services such as:
      • Cultural Centers of Excellence – serving Chinese, Japanese, and Korean communities from around the world
      • Cross-border Planning
      • Product Structuring
      • Private Placements
  • Leadership Opportunities for advisors to start/build their own team of Aloha Advisors

Who We Are...

The Pacific Bridge Companies (TPBC) is a unique international wealth management organization that’s changing the way financial services are delivered around the globe through its related corporations and its collaborating partners in banking, insurance, investments, tax, and the law. We are determined to pave the road for financial planning that is inclusive of all peoples’ backgrounds, cultures, and identities. We are committed to partnering with financial professionals who share the same aspirations and passions that we do and working together to serve 1st generation Immigrants in American from Asia. When you join Aloha Advisors you join a movement of advisors who are providing the best financial planning in the world to the immigrant community.