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Financial Consultant

D02e29a8 B93c 4ecd 8ce0 5f59b91c0c41 19000101 000001 · San Jose, San Jose, CA, US, San Jose, CA · Active · $62,783–$87,896 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyD02e29a8 B93c 4ecd 8ce0 5f59b91c0c41 19000101 000001
TitleFinancial Consultant
Normalized title-
Department / team-
LocationSan Jose, CA, United States
Work model-
Employment typeFull Time
Salary$62,783–$87,896 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-04-09 / 2026-05-31
Changed / last seen2026-06-21 / 2026-06-21

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Company jobsActive postings from D02e29a8 B93c 4ecd 8ce0 5f59b91c0c41 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in San Jose.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyD02e29a8 B93c 4ecd 8ce0 5f59b91c0c41 19000101 000001
Sourced7bea0c1-8dac-4ed5-b2a9-8bff0c058e9a
ATS providerADP Workforce Now Recruiting

Description

The position will sit in Northern California/San Jose area. Summary: Financial Consultant will develop new current fee business for CitizensTrust Investment Services. Essential Duties & Responsibilities: Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job. Provide, present and promote The Citizens Experience to all external and internal customers. Initiate contacts for developing new business on a daily basis. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business. Represents CitizensTrust (CT) business for Investment Services products and services provided through our affiliated broker-dealer; Primary responsibility is wholesaling to territory of CBB Business Financial Centers (BFCs) and the Bank RMs to represent and raise awareness of CT array of broker-dealer related offerings including investment advisory, insurance, annuities, retirement plans, planning and brokerage services to develop referrals; Work jointly with Bank RMs to meet with prospects, discuss and determine financial / investment needs, and define prospective financial solutions as appropriate; Close sales for CT Investment Services business; Ongoing management of the Financial Consultant’s book of business, clients and related servicing; Follow up with new and ongoing clients to assure account successful on-boarding and retention. Cultivate and maintain relationships with numerous referral sources including attorneys, accountants, money managers, company officials, third party administrators, etc. Maintain a continuing relationship with Center associates to assist them in identifying prospects. Schedule and participate in weekly Center sales meetings to increase associate product and service knowledge that will generate new business. Report to the Division Manager on the status of new business accounts in process on a weekly basis. Input all customer and prospect calls in the Trust and Asset Management Group's database on a daily basis. On a monthly basis, prepare and submit the following reports: Top 50 Prospect Listing, Monthly Sales Log, and Sales and Marketing Review. Participate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank. The ability to travel to various locations as assigned. Other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience. Language Skills Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to write speeches and articles using original or innovative techniques or style. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have a working knowledge of Word, Power Point, Excel and Act software. Other Skills and Abilities Productive Selling and established sales experience. Certificates, Licenses, Registrations Current driver's license. Current licenses for series 7, 63, 65 and California Life, Health and Disability Insurance. Other Qualifications Must be able to drive 20% to 100% of the time. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently exposed to outside weather conditions. The noise level in the work environment is usually moderate. Salary Range: $62,783.00 To $87,896.00 Annually. Position is eligible for earned commissions.

Full job record

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Board IDd7bea0c1-8dac-4ed5-b2a9-8bff0c058e9a
Provideradp_workforcenow
Provider Job Key630847
TitleFinancial Consultant
Normalized Title—
Statusactive
Activeyes
Location TextSan Jose, San Jose, CA, US, San Jose, CA
Department—
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CountryUnited States
RegionCA
CitySan Jose
Salary Raw62783.00 To 87896.00 (USD) Annually
Salary Min62,783
Salary Max87,896
Salary CurrencyUSD
Salary Periodyear
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First Seen At2026-05-31 18:57:46Z
Last Seen At2026-06-21 11:57:24Z
Last Checked At2026-06-21 11:57:24Z
Last Changed At2026-06-21 11:57:24Z
Inactive At—
Source Posted At2026-04-09 22:14:00Z
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    "requisitionDescription": "<div><div><div><div><div><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'>The position will sit in Northern California/San Jose area.&nbsp;</p><p style='margin:0in;margin-bottom:.0001pt;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;' data-pasted=\"true\"><strong><span style=\"font-size:15px;\">Summary: </span></strong><span style=\"font-size:15px;\">&nbsp;Financial Consultant will develop new current fee business for CitizensTrust&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Investment Services.&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Essential Duties &amp; Responsibilities:&nbsp;</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin:0in;font-size:16px;font-family: initial;margin-right:14.25pt;\"><span style=\"font-size:15px;\">Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;margin-right:14.25pt;\"><span style=\"font-size:15px;\">Provide, present and promote The Citizens Experience to all external and internal customers.</span></li></ul><div style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: 0in;\"><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Initiate contacts for developing new business on a daily basis. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-size:15px;font-family:\"Times New Roman\";'>Represents CitizensTrust (CT) business for Investment Services products and services provided through our affiliated broker-dealer;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-size:15px;font-family:\"Times New Roman\";'>Primary responsibility is wholesaling to territory of CBB Business Financial Centers (BFCs) and the Bank RMs to represent and raise awareness of CT array of broker-dealer related offerings including investment advisory, insurance, annuities, retirement plans, planning and brokerage services to develop referrals;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-size:15px;font-family:\"Times New Roman\";'>Work jointly with Bank RMs to meet with prospects, discuss and determine financial / investment needs, and define prospective financial solutions as appropriate;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-size:15px;font-family:\"Times New Roman\";'>Close sales for CT Investment Services business;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-size:15px;font-family:\"Times New Roman\";'>Ongoing management of the Financial Consultant&rsquo;s book of business, clients and related servicing;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style='font-size:15px;font-family:\"Times New Roman\";'>Follow up with new and ongoing clients to assure account successful on-boarding and retention.&nbsp;</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Cultivate and maintain relationships with numerous referral sources including attorneys, accountants, money managers, company officials, third party administrators, etc.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Maintain a continuing relationship with Center associates to assist them in identifying prospects.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Schedule and participate in weekly Center sales meetings to increase associate product and service knowledge that will generate new business.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Report to the Division Manager on the status of new business accounts in process on a weekly basis.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Input all customer and prospect calls in the Trust and Asset Management Group&#39;s database on a daily basis.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">On a monthly basis, prepare and submit the following reports: Top 50 Prospect Listing, Monthly Sales Log, and Sales and Marketing Review.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Participate in community activities to develop contacts and prospect, and to enhance the position of the Trust &amp; Asset Management Group and Citizens Business Bank.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">The ability to travel to various locations as assigned.</span></li><li style=\"margin:0in;font-size:16px;font-family: initial;\"><span style=\"font-size:15px;\">Other duties as assigned.</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Supervisory Responsibilities </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">This job has no supervisory responsibilities.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Qualifications </span></strong><span style=\"font-size:15px;\">To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Education and/or Experience </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Bachelor&#39;s degree (B. A.) from four-year college or university; or three to five years related experience and/or training; or equivalent combination of education and experience.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Language Skills </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to write speeches and articles using original or innovative techniques or style. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Mathematical Skills </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Reasoning Ability </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Computer Skills </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">To perform this job successfully, an individual should have a working knowledge of Word, Power Point, Excel and Act software.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Other Skills and Abilities </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Productive Selling and established sales experience.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Certificates, Licenses, Registrations&nbsp;</span></strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Current driver&#39;s license. Current licenses for series 7, 63, 65 and California Life, Health and Disability Insurance.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Other Qualifications </span></strong><span style=\"font-size:15px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">Must be able to drive 20% to 100% of the time.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><br></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Physical Demands </span></strong><span style=\"font-size:15px;\">The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is frequently required to walk. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong><span style=\"font-size:15px;\">Work Environment </span></strong><span style=\"font-size:15px;\">The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</span></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><strong>&nbsp;</strong></p><p style='margin:0in;font-size:16px;font-family:\"Arial\",sans-serif;margin-right:.5pt;'><span style=\"font-size:15px;\">While performing the duties of this Job, the employee is frequently exposed to outside weather conditions. The noise level in the work environment is usually moderate.</span></p><p><br></p><p data-pasted=\"true\"><span style='box-sizing: border-box; outline: none; --tw-shadow: 0 0 #0000; --tw-ring-inset: ; --tw-ring-offset-width: 0px; --tw-ring-offset-color: #fff; --tw-ring-color: rgba(59,130,246,.5); --tw-ring-offset-shadow: 0 0 #0000; --tw-ring-shadow: 0 0 #0000; font-size: 16px; font-weight: 700; align-self: flex-start; display: inline; color: rgb(38, 35, 33); font-family: Circular, -apple-system, BlinkMacSystemFont, \"Segoe UI\", Roboto, Oxygen, Ubuntu, Cantarell, \"Fira Sans\", \"Droid Sans\", \"Helvetica Neue\", sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>Salary Range:</span>$62,783.00 To $87,896.00 Annually. &nbsp;Position is eligible for earned commissions.</p></div></div></div></div></div>\n",
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