Part Time Financial Services Professional Jobs, in MantraCare - Maukerja

Company Description MantraCare is transforming healthcare through AI-powered therapy, chronic care, and holistic wellness solutions tailored for employers, insurers, and health systems. The company operates a global, AI-first ecosystem spanning mental health, diabetes, musculoskeletal care, nutrition, and telehealth. Its hybrid model combines AI-driven triage and therapy with escalation to a network of over 51,000 licensed experts when needed. This integrated approach delivers comprehensive, end-to-end care while improving outcomes, engagement, and affordability, generating 40–50% cost savings for partners. MantraCare offers an innovative environment for professionals who want to shape the future of tech-enabled health and financial wellbeing.
Role Description This is a part-time, remote Financial Advisor role focused on guiding clients toward long-term financial wellbeing in alignment with MantraCare’s holistic care model. The Financial Advisor will assess client financial goals and current situations, develop personalized financial and retirement plans, and recommend appropriate investment strategies. Day-to-day responsibilities include conducting virtual consultations, analyzing financial data, explaining options in clear, accessible language, and adjusting plans based on changing needs and market conditions. The role also involves collaborating with internal teams to integrate financial guidance into broader wellness programs and maintaining accurate, compliant documentation of all client interactions.
Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory, with experience creating individualized financial roadmaps.
• Candidates should possess solid knowledge of Finance and Investments, including risk assessment and portfolio diversification.
• Candidates should possess expertise in Retirement Planning, including tax-efficient strategies and long-term income planning.
• Candidates should possess excellent communication, listening, and client education skills, with the ability to explain complex concepts clearly.
• Relevant certifications (e.g., CFP, CFA, or equivalent) and practical advisory experience in a financial services or wellness-focused environment are highly beneficial.
• Candidates should be comfortable working remotely, using digital tools for consultations, and adhering to ethical, regulatory, and data privacy standards.