Financial Advisor

Company: MantraCare

Company Description MantraCare is redefining healthcare through AI-powered therapy, chronic care, and holistic wellness solutions designed for employers, insurers, and health systems. 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 access to over 51,000 licensed experts when needed. This hybrid approach delivers seamless, scalable support while driving significant cost savings and better health outcomes and engagement.
Role Description This is a part-time, remote Financial Advisor role supporting individuals and organizations seeking guidance on financial wellness in the context of healthcare and long-term planning. The Financial Advisor will provide personalized financial planning, including budgeting, retirement planning, and investment strategies aligned with clients’ health and wellness goals. Day-to-day responsibilities include assessing client financial situations, recommending appropriate financial products or strategies, and explaining complex financial concepts in clear, accessible language. The role also involves preparing financial reports, tracking client progress, and collaborating with MantraCare’s multidisciplinary team to integrate financial wellbeing into broader care plans.
Qualifications
* Candidates should possess strong skills in Financial Planning and Financial Advisory, with experience tailoring guidance to diverse client needs.
* Candidates should possess solid Finance knowledge, including budgeting, cash flow analysis, and risk management.
* Candidates should possess expertise in Retirement Planning and Investments, with the ability to design long-term, goal-based strategies.
* Candidates should possess excellent communication and interpersonal skills to build trust, explain complex topics, and work with cross-functional teams.
* Candidates should possess strong analytical abilities, attention to detail, and proficiency with financial planning tools and spreadsheets.
* Relevant certifications such as CFP, CFA, or equivalent, and prior advisory or counseling experience are highly beneficial.
* Knowledge of healthcare benefits, insurance, or wellness programs is an advantage, as is prior experience in remote or digital advisory settings.

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