Financial Advisor

Company Description MantraCare is transforming healthcare through AI-powered therapy, chronic care, and holistic wellness solutions for payers and employers worldwide. The organization operates an AI-first, expert-supported ecosystem across mental health, diabetes, musculoskeletal care, nutrition, and telehealth. Its global platform covers the full spectrum of care, combining automated triage and therapy with escalation to a network of more than 51,000 licensed experts. MantraCare offers a seamless solution for employers, insurers, and healthcare systems. This approach helps lower costs by 40–50% while improving clinical outcomes and engagement for the populations served.
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 offerings. The Financial Advisor will conduct financial assessments, develop tailored financial plans, and provide guidance on budgeting, savings, investments, and retirement strategies aligned with MantraCare’s services. Daily responsibilities include analyzing client financial data, recommending suitable financial products, preparing reports, and clearly explaining options and risks to clients. The role also involves collaborating with internal teams to align financial advice with MantraCare’s care programs, maintaining up-to-date knowledge of financial regulations, and using digital tools to deliver advisory services virtually.
Qualifications
Candidates should possess skills in Financial Planning and Financial Advisory to assess client needs and create personalized financial roadmaps.
Candidates should possess skills in Finance and Investments to analyze options, manage risk, and recommend appropriate financial strategies.
Candidates should possess skills in Retirement Planning to help clients prepare for long-term financial security and healthcare-related expenses.
Strong analytical, quantitative, and problem-solving skills, with attention to detail.
Excellent written and verbal communication skills, with the ability to explain complex concepts in clear, accessible language.
Comfort working remotely, using digital collaboration and advisory tools, and managing a part-time, flexible schedule.
Relevant professional certification (such as CFP, CFA, or equivalent) and experience in financial advisory or wealth management are highly beneficial.
Familiarity with healthcare benefits, insurance, or wellness-related financial planning is a plus.

Work arrangement
Yes