Financial Wellness Advisor

Company Description MantraCare is transforming healthcare through AI-powered therapy, chronic care, and holistic wellness solutions designed for payers and employers. The organization operates an AI-first, expert-supported ecosystem spanning mental health, diabetes, musculoskeletal health, nutrition, and telehealth. It offers a global platform that covers the full spectrum of care, combining intelligent triage and therapy with access to over 51,000 licensed experts. MantraCare provides seamless integration for employers, insurers, and healthcare systems while delivering 40–50% cost savings and improved health outcomes and engagement. Team members contribute to an innovative, tech-driven environment focused on accessible, high-quality care.
Role Description The Financial Wellness Advisor is a part-time, remote role focused on helping individuals improve their financial health and long-term stability. Day-to-day responsibilities include assessing clients’ financial situations, developing personalized financial wellness plans, and offering guidance on budgeting, debt management, retirement planning, and investments. The advisor will deliver consultations through digital channels, collaborate with internal wellness and clinical teams to integrate financial guidance into holistic care programs, and maintain accurate records of client interactions and progress. This role also involves creating educational content, contributing to digital tools and resources that support financial literacy, and using data-driven insights to refine financial wellness strategies.
Qualifications

• Strong financial planning and financial advisory skills, with the ability to create personalized financial wellness plans.
• Solid understanding of core finance principles and personal financial management.
• Experience with retirement planning and investments to support long-term financial security.
• Relevant certification or qualification (e.g., CFP, CFA, or equivalent experience in financial counseling) is preferred.
• Excellent communication skills, with the ability to explain complex financial concepts in clear, accessible language.
• Comfort working remotely, using digital tools and platforms for client consultations and documentation.
• Experience in financial wellness, employee benefits, or healthcare settings is an advantage.
• Demonstrated ethical judgment, client-centered approach, and sensitivity to diverse financial and cultural backgrounds.