Financial Counselor

We are looking for an experienced Financial Counselor to join Kaiser Permanente's team. As a Financial Counselor, you will play a critical role in providing financial guidance and support to Kaiser Permanente's members. You will be responsible for assisting members with budgeting, financial planning, and managing debt. Your ability to build strong relationships and provide expert financial advice will be key to helping our members make sound financial decisions. The ideal candidate for this role will have a bachelor's degree in finance or a related field, as well as 3 – 5 years of experience in the financial services industry. A CFP certification is preferred. Additionally, you should have excellent communication skills, be detail-oriented, and be able to manage multiple projects at once. If you are a motivated individual who is passionate about helping others achieve their financial goals, then we want to hear from you!

Responsibilities:

1. Provide financial guidance and support to Kaiser Permanente's members.
2. Assist members with budgeting, financial planning, and managing debt.
3. Build strong relationships with members and provide expert financial advice.
4. Develop comprehensive financial plans based on members' needs and goals.
5. Explain financial concepts in a clear and concise manner.
6. Utilize appropriate resources to obtain necessary data and information.
7. Monitor and update members' financial plans as needed.
8. Respond to inquiries and concerns from members.
9. Track and analyze financial trends to anticipate members' needs.
10. Maintain accurate records of financial information.

According to JobzMall, the average salary range for a Financial Counselor in Berkeley, CA, USA is $50,000 to $90,000 per year. This salary range is based on the experience and qualifications of the individual.

Kaiser Permanente is an American integrated managed care consortium, based in Oakland, California, United States, founded in 1945 by industrialist Henry J. Kaiser and physician Sidney Garfield.