Company Description MantraCare is redefining healthcare through AI-powered therapy, chronic care, and holistic wellness solutions tailored for employers, insurers, and healthcare systems. The organization operates a global AI-first, expert-supported ecosystem spanning mental health, diabetes, musculoskeletal care, nutrition, and telehealth. Its hybrid model leverages AI for triage and therapy, with escalation to a network of over 51,000 licensed experts when needed. This integrated approach delivers comprehensive care, improves outcomes and engagement, and drives significant cost savings for clients.
Role Description The Financial Wellness Specialist is a part-time remote role focused on helping individuals understand and improve their financial health as part of MantraCare’s holistic wellness offering. Day-to-day activities include conducting virtual financial wellness assessments, providing personalized guidance on budgeting, debt management, saving, and planning for key life goals. The specialist will design and deliver educational content such as webinars, workshops, and resources that integrate financial literacy with overall health and wellness. The role also involves maintaining regular client communication, tracking progress, and collaborating with other wellness professionals to align financial strategies with physical and mental health goals. The Financial Wellness Specialist will use digital tools and platforms to document sessions, analyze client needs, and contribute to the continuous improvement of MantraCare’s financial wellness programs.
Qualifications
- Strong Interpersonal Skills and Customer Service abilities to build trust, foster engagement, and support diverse client populations.
- Excellent Communication skills, including clear verbal and written communication, active listening, and the ability to explain complex financial concepts in simple terms.
- Health & Wellness knowledge with an understanding of how financial stress impacts overall well-being and behavior change.
- Foundational understanding of Exercise Physiology or general lifestyle coaching, enabling integration of financial guidance with broader wellness plans.
- Experience in personal finance coaching, financial counseling, or financial planning (certifications such as AFC, CFP, or equivalent are advantageous).
- Comfort with remote work, digital platforms, and data-driven decision-making, including basic proficiency with spreadsheets and online communication tools.
- Ability to work independently, manage a part-time schedule, and handle sensitive financial information with discretion and professionalism.
- Bachelor’s degree in Finance, Economics, Psychology, Public Health, Business, or a related field preferred; equivalent experience in financial wellness or coaching will be considered.