Investment and Annuity Consultant

Do you wish to positively affect the lives of people around the world?

Become part of a different kind of organization – one of impact and significance that carries the spirit of Aloha into every client interaction, fostering dreams for families and future generations through our vast network of financial organizations and specialists from around the world – our Ohana (family).

Our company – The Pacific Bridge Companies (TPBC) – reaches back to the 1930’s when our founding fathers abolished racially discriminatory underwriting practices in the life insurance industry of the United States.

Today,we’reall about making global financial navigation a reality by helping financial advisors guide their clients wherever in the world their lives may lead. Initially aiming our efforts at people and companies living multi-national lives between Asia and the United States, we are expanding to meet the quick and growing demand from other parts of the world with efforts now focused on spanning the globe.

If you believe in the importance of financial advice that flexes as oneventuresfrom one part of the world to another, you share in our hope.

Perhaps thisis where your talent may be of best use.

We’dlove to explore that with you –let’stalk soon!

The Investment Consultant serves as a bridge between investment theory, annuity strategy, and the art of holistic financial planning. Sitting at the intersection of ideas, compliance, and sales enablement, this position helps advisors, teams, and clients see how investment and income concepts connect to broader wealth architecture—from product selection to portfolio alignment to regulatory integrity.

You’lloperateas an internal strategist and educator, shaping how ideas turn into business. This role is ideal for someone who thrives in translating between worlds: turning technical investment and annuity logic into compelling, compliant, and client-centered strategies that inspire action.

• Act as a strategic consultant to advisors and leadership, providing investment and annuity insight, suitability rationale, and structural guidance for planning strategies.
• Participate in advisor meetings to co-develop ideas that create sales opportunities and deepen client engagement.
• Review investment and annuity strategies for logic, alignment, and compliance soundness before packaging for submission.
• Support advisors in positioning planning strategies that integrate both accumulation and income vehicles effectively.

• Partner with the Ideas Team to craft investment- and annuity-based planning strategies that drive new business opportunities.
• Help shape presentations, proposals, and narratives that connect investment and annuity concepts to client goals and advisor positioning.
• Identify product and strategy gaps within advisor portfolios and recommend cross-platform solutions (fixed, indexed, and variable annuities, managed accounts, structured products, etc.).
• Collaborate with the brokerage and GSD teams to ensure the sales process reflects the intent and reasoning behind each strategy.

• Serve as a technical and conceptual guide to the GSD and new business teams, helping them understand not only what to submit but why—ensuring compliance and planning rationale are clear.
• Deliver internal education sessions and workshops on investment and annuity concepts, risk and income theory, and integration into holistic planning.
• Develop field-ready tools, visuals, and reference materials that translate complex ideas into actionable sales conversations.
• Maintain and evolve an Investment & Annuity Strategy Library, documenting frameworks, case studies, and best practices.

• Work with carriers, RIAs, and compliance partners to align strategy narratives with suitability and regulatory expectations.
• Coordinate with brokerage and planning teams to ensure ideas are implemented cohesively across tax, insurance, and investment dimensions.
• Contribute to process documentation and playbook development that supports training, quality assurance, and idea scalability.

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