Financial Wellness Coach

Company Description MantraCare is reshaping healthcare through AI-powered therapy, chronic care, and holistic wellness solutions designed for payers and employers worldwide. The organization operates an AI-first, expert-supported ecosystem that spans mental health, diabetes, musculoskeletal health, nutrition, and telehealth. Its global platform is unique in covering the full spectrum of care, combining automated triage and therapy with escalation to a network of over 51,000 licensed experts. MantraCare offers an integrated solution for employers, insurers, and healthcare systems, delivering 40–50% cost savings while improving health outcomes and member engagement.
Role Description The Financial Wellness Coach role is a part-time remote position focused on helping individuals improve their financial habits and overall well-being. Day-to-day responsibilities include conducting virtual coaching sessions, assessing clients’ financial situations, and creating personalized plans that align financial health with broader wellness goals. The coach will provide practical guidance on budgeting, debt management, and savings strategies, while integrating financial education into existing wellness programs. This role collaborates with cross-functional wellness teams, documents progress in digital tools, and contributes to educational content or workshops that support long-term financial resilience.
Qualifications

• Candidates should possess skills in Health & Wellness and Wellness Coaching to connect financial habits with overall wellbeing.
• Candidates should possess Coaching and Customer Service skills to deliver supportive, client-centered guidance in a virtual environment.
• Candidates should possess Nutrition awareness to understand how financial choices can influence lifestyle and wellness decisions.
• Familiarity with personal finance concepts such as budgeting, saving, debt reduction, and goal-setting.
• Strong communication skills, including the ability to explain complex topics in simple, actionable terms.
• Comfort using digital tools, telehealth platforms, and documentation systems in a remote setting.
• Relevant certification or training in coaching, counseling, financial education, or wellness is beneficial.
• Experience working with diverse populations and maintaining a non-judgmental, inclusive coaching approach.