Note: The job is a remote job and is open to candidates in USA. MantraCare is transforming healthcare through AI-powered therapy and holistic wellness solutions. The Financial Wellbeing Advisor is a part-time, remote role focused on supporting individuals in managing their financial health through virtual consultations and personalized guidance on budgeting, savings, and investment choices.
Responsibilities
- Conducting virtual consultations
- Assessing financial situations
- Providing personalized guidance on budgeting, savings, debt management, and long-term financial goals
- Helping clients navigate retirement planning, investment choices, and risk management
- Creating clear, actionable financial plans
- Collaborating with internal wellbeing and clinical teams as needed
- Documenting recommendations in digital systems
- Maintaining ethical standards
- Staying current on financial regulations and best practices
- Contributing insights that enhance MantraCare’s holistic wellbeing programs
Skills
- Strong competencies in Financial Planning and Financial Advisory to design and communicate tailored financial wellbeing strategies
- Solid understanding of core Finance concepts, including budgeting, cash flow management, and debt optimization
- Experience in Retirement Planning, including pensions, retirement accounts, and long-term income strategies
- Knowledge of Investments, such as diversified portfolios, risk profiles, and long-term wealth-building approaches
- Ability to explain complex financial concepts in clear, accessible language to diverse populations
- Demonstrated experience working remotely, with strong time management, organization, and digital communication skills
- Commitment to ethical, client-centered advisory practices and sensitivity to clients' overall wellbeing
- Comfort using digital tools, telehealth platforms, and data-driven insights to support recommendations
- Relevant certification or degree in finance, economics, business, or a related field (e.g., CFP, CFA, or equivalent preferred)
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