Financial Wellbeing Advisor

Company Description MantraCare is transforming healthcare through AI-powered therapy, chronic care, and holistic wellness solutions tailored for employers, insurers, and healthcare systems. The company offers an AI-first, expert-supported ecosystem spanning mental health, diabetes, musculoskeletal health, nutrition, and telehealth. Its global platform covers the full spectrum of care, integrating automated triage and therapy with escalation to a network of over 51,000 licensed experts when needed. This hybrid approach delivers a seamless experience for partners while driving significant cost savings and improving health outcomes and engagement.
Role Description The Financial Wellbeing Advisor is a part-time, remote role focused on supporting individuals in improving their financial health and long-term stability. Day-to-day responsibilities include conducting virtual consultations, assessing financial needs, and creating personalized plans covering budgeting, debt management, savings, investments, and retirement strategies. The advisor will collaborate with MantraCare’s broader wellness ecosystem to integrate financial wellbeing into holistic care programs, ensuring alignment with mental health and lifestyle goals. The role also involves delivering educational content, hosting webinars or group sessions, and maintaining accurate records and follow-up plans to measure progress and outcomes.
Qualifications
Candidates should possess skills in Financial Planning and Financial Advisory to assess needs and develop personalized financial wellbeing plans.
Candidates should possess skills in Finance and Investments to guide individuals on asset allocation, risk management, and long-term wealth-building strategies.
Candidates should possess skills in Retirement Planning to help individuals design sustainable retirement income and savings strategies.
Relevant professional certifications (e.g., CFP, CFA, ChFC, or equivalent) are highly beneficial.
Experience providing financial guidance in a virtual or remote setting, ideally within wellness or employee benefits programs.
Strong communication, coaching, and interpersonal skills, with the ability to explain complex concepts in clear, accessible language.
Demonstrated commitment to ethical advisory practices and a client-centered, inclusive approach to financial wellbeing.

Work arrangement
Yes