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, MSK, nutrition, and telehealth. As a global platform, MantraCare offers end-to-end support across the full spectrum of care, integrating technology and human expertise.
Its hybrid model uses AI for triage and therapy, with escalation to a network of over 51,000 licensed experts when needed. This approach delivers significant cost savings while improving health outcomes and engagement for organizations and their members.
Role Description The Financial Wellbeing Expert is a part-time remote role focused on helping individuals and employee populations improve their financial health and resilience. On a day-to-day basis, this role involves assessing clients’ financial situations, developing personalized financial wellbeing plans, and providing guidance on budgeting, savings, debt management, and goal-based planning. The expert collaborates with cross-functional wellness teams to integrate financial wellbeing into broader health programs and may contribute to digital content such as tools, guides, and workshops that support financial literacy.
The role includes interpreting financial data and trends, offering clear recommendations, and communicating insights in accessible language through virtual consultations, webinars, and online resources.
Qualifications
Strong financial planning and personal finance skills, with the ability to create practical, tailored financial wellbeing plans.
Solid analytical skills and finance knowledge to assess financial situations, interpret data, and provide evidence-based guidance.
Experience with financial reporting and the ability to translate financial metrics into meaningful insights for clients and stakeholders.
Excellent communication skills, including the capacity to explain complex concepts clearly and support diverse populations in a culturally sensitive manner.
Background in financial counseling, financial coaching, or related fields;
certifications such as CFP, AFC, or equivalent are a plus.
Comfort working in a digital-first, remote environment, with proficiency in online collaboration tools and virtual client interactions.
Demonstrated commitment to holistic wellbeing and an interest in integrating financial health with mental, physical, and social wellness.
Bachelor’s degree in finance, economics, business, or a related discipline preferred; relevant experience may substitute for formal education.