Financial Counselor

We are looking for a dedicated and passionate Financial Counselor to join our team at Kaiser Permanente. We need a reliable individual who is able to provide accurate financial advice and guidance to our members. The ideal candidate should be able to provide sound financial solutions to individuals, small businesses, and other organizations.The successful applicant must possess strong interpersonal and communication skills, and have the ability to explain complex financial matters in a clear, concise manner. They should also have a strong understanding of financial principles and an in-depth knowledge of banking regulations, taxation laws, and financial instruments. A Bachelor's degree in finance, accounting, or a related field is preferred.If you have a passion for helping others and a commitment to delivering excellent customer service, we want to hear from you!

Responsibilities:

1. Provide accurate financial advice and guidance to members.
2. Explain complex financial matters to members in a clear and concise manner.
3. Develop sound financial solutions for individuals, small businesses, and other organizations.
4. Advise members on banking regulations, taxation laws, and financial instruments.
5. Ensure compliance with all federal and state regulations regarding financial services.
6. Maintain detailed records of all transactions and client interactions.
7. Demonstrate excellent customer service and interpersonal skills.
8. Remain up-to-date on financial industry changes and trends.
9. Research and analyze financial data to identify potential risks or opportunities.
10. Prepare detailed reports on financial performance and counsel members on potential investments.

According to JobzMall, the average salary range for a Financial Counselor in Denver, CO, USA is $31,608 - $74,417. This range is based on salaries reported by JobzMall users in the area.

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.