Financial 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 across mental health, diabetes, musculoskeletal care, nutrition, and telehealth. As a global platform, MantraCare covers the full spectrum of care, combining AI-driven triage and therapy with access to over 51,000 licensed experts as needed. Its seamless solutions for employers, insurers, and healthcare systems deliver 40–50% cost savings while improving health outcomes and member engagement.
Role Description The part-time remote Financial Advisor will support individuals and organizational clients in making informed financial decisions aligned with their health and wellness goals. Day-to-day responsibilities include developing personalized financial plans, advising on retirement strategies, and guiding clients on investments linked to long-term wellbeing and healthcare needs. The advisor will conduct financial assessments, analyze risk tolerance, and present clear recommendations in line with MantraCare's mission and client objectives. The role also involves maintaining client relationships, monitoring progress against financial goals, and collaborating with internal teams to integrate financial guidance into broader care and benefits programs.
Qualifications

• Candidates should possess strong Financial Planning and Financial Advisory skills, with experience creating comprehensive, client-centered financial strategies.
• Candidates should possess solid Finance and Investments skills, including familiarity with portfolios, risk management, and long-term wealth-building tools.
• Candidates should possess expertise in Retirement Planning, including assessing retirement income needs and advising on appropriate savings and investment vehicles.
• Relevant certifications such as CFP, CFA, or equivalent professional designation are highly beneficial.
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred.
• Strong analytical, communication, and client relationship skills, with the ability to explain complex concepts in accessible terms.
• Comfort working in a remote, technology-enabled environment; prior experience in health, benefits, or insurance sectors is an advantage.