Financial Professional

Company Description MantraCare is transforming healthcare through AI-powered therapy, chronic care, and holistic wellness solutions designed for payers and employers. The company operates an AI-first, expert-supported ecosystem across mental health, diabetes, musculoskeletal care, nutrition, and telehealth. Its global platform uniquely covers the full spectrum of care, combining AI-driven triage and therapy with escalation to a network of over 51,000 licensed experts. MantraCare delivers a seamless solution for employers, insurers, and healthcare systems, driving significant cost savings while improving clinical outcomes and member engagement.
Role Description This is a part-time, remote Financial Advisor role focused on supporting individuals and organizations in making informed financial decisions related to healthcare and wellness programs. Day-to-day responsibilities include assessing client financial goals, developing tailored financial and retirement plans, and advising on investment strategies aligned with long-term health and wellness objectives. The Financial Advisor will analyze financial data, explain plan options, and provide clear, actionable guidance in a virtual setting. This role also involves collaborating with internal teams to align financial recommendations with MantraCare’s offerings and ensuring that advice is compliant with relevant regulations and best practices.
Qualifications
Candidates should possess strong skills in Financial Planning and Financial Advisory to design and communicate comprehensive financial strategies.
Candidates should possess solid Finance and Investments skills to analyze financial data and recommend suitable investment options.
Candidates should possess expertise in Retirement Planning to help clients prepare for long-term financial security.
Experience advising clients in a remote or virtual environment, with excellent written and verbal communication skills.
Relevant professional certification (e.g., CFP, CFA, or equivalent) and a degree in Finance, Economics, Business, or a related field are highly beneficial.
Strong analytical, problem-solving, and ethical decision-making abilities, with familiarity with financial regulations and compliance standards.
Ability to work independently, manage multiple clients, and use digital tools and platforms effectively.

Work arrangement
Yes