Financial Consultant

Citizens Business Bank
62783.00 To 87896.00 (USD) Annually
United States, California, Ontario
3300 East Guasti Road (Show on map)
Apr 09, 2026
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