
Financial Counselor
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
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
Budgeting
Risk Management
Accounting
Insurance
Banking
Planning
Forecasting
Auditing
Financial Modeling
Credit management
Investing
Estate Planning
Negotiating
Analyzing
Taxation
Communication
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Positive Attitude
Adaptability
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.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started