Kaiser Permanente

Financial Counselor

Kaiser Permanente

Anaheim, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are seeking a Financial Counselor with a passion for providing excellent customer service to join our team at Kaiser Permanente. This individual will work with members to provide financial counseling services and assess and resolve their financial challenges. The ideal candidate will have excellent communication and financial assessment skills, and a commitment to providing top-notch customer service. If you are looking for an opportunity to make a positive impact on the lives of others, this position is for you!Required Qualifications:• Bachelor's Degree in Accounting, Business Administration, or related field• Two years of related experience in a financial counseling capacity• Working knowledge of billing and collections software• Strong interpersonal, communication, and problem-solving skills• Ability to handle multiple tasks concurrently and adapt to changing priorities• Demonstrated commitment to customer service excellence• Ability to work independently and collaboratively as part of a team

Where is this job?
This job is located at Anaheim, CA, USA
Job Qualifications
  • Excellent Written And Verbal Communication Skills

  • Ability To Work Independently And In A Team Environment

  • Or Related Field

  • Experience In Customer Service

  • Bachelor's Degree In Accounting

  • Finance

  • Certified Financial Planner (Cfp) Designation

  • At Least Years Of Relevant Experience In Financial Counseling

  • Knowledge Of Tax Laws And Regulations

  • Advanced Knowledge Of Financial Planning Software

Required Skills
  • Budgeting

  • Risk Management

  • Accounting

  • Insurance

  • Banking

  • Planning

  • Forecasting

  • Auditing

  • Financial Modeling

  • Credit management

  • Investing

  • Estate Planning

  • Negotiating

  • Analyzing

  • Taxation

Soft Skills
  • Communication

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Critical thinking

  • Positive Attitude

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Counselor in Anaheim, CA, USA is between $37,000 and $56,000 per year. This range is based on salary data collected from job postings and third-party sources on the JobzMall website.

Additional Information
Kaiser Permanente is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 21st, 2023
Apply BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Kaiser Permanente

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started