Senior Financial Specialist

Job summary

Assess clients’ financial situations and develop personalized financial, retirement, and investment plans aligned with their goals. Explain the financial implications of healthcare options and coordinate guidance with MantraCare’s wellness offerings.

Job details

Company Description MantraCare is reshaping healthcare through AI-powered therapy, chronic care, and holistic wellness solutions designed for payers and employers. The company operates an AI-first, expert-supported ecosystem that spans mental health, diabetes, musculoskeletal care, nutrition, and telehealth. As a global platform, MantraCare offers integrated, end-to-end support across the full spectrum of care. Its hybrid model combines AI-driven triage and therapy with access to over 51,000 licensed experts for escalated support. This approach delivers significant cost savings while enhancing clinical outcomes and member engagement. Role Description The Financial Advisor at MantraCare will provide personalized financial guidance to clients, with a focus on planning for healthcare-related expenses, long-term financial wellness, and risk management. Day-to-day responsibilities include assessing clients’ financial situations, developing tailored financial and retirement plans, recommending appropriate investment strategies, and delivering clear, actionable advice aligned with clients’ goals. The advisor will collaborate with internal teams to align financial guidance with MantraCare’s wellness offerings and support clients in understanding the financial implications of care options. This is a part-time, remote role that requires effective virtual communication, documentation, and follow-through with a diverse client base. Qualifications Strong skills in Financial Planning and Financial Advisory to design and present comprehensive, client-centered financial strategies. Solid understanding of Finance and Investments to evaluate products, manage portfolios, and optimize risk-return profiles for clients. Expertise in Retirement Planning to help clients prepare for long-term security, including healthcare and wellness-related expenses. Relevant professional certifications (e.g., CFP, CFA, ChFC) or equivalent experience in financial advisory or wealth management. Excellent analytical, quantitative, and problem-solving skills with the ability to explain complex concepts in clear, accessible language. High level of integrity, client-centered mindset, and adherence to regulatory and ethical standards in financial advice. Comfort working remotely, with strong time management, digital communication, and collaboration skills. Experience advising clients on healthcare or employee benefits-related financial decisions is a plus.

What you’ll do

Assess clients’ financial situations and develop personalized financial, retirement, and investment plans aligned with their goals. Explain the financial implications of healthcare options and coordinate guidance with MantraCare’s wellness offerings.

Requirements

Candidates should have strong financial planning, advisory, investment, and retirement planning expertise, supported by relevant certifications such as CFP, CFA, or ChFC, or equivalent experience. They should demonstrate analytical ability, clear communication, integrity, regulatory awareness, and the ability to work effectively in a remote setting.

Listed skills

• Time management · Preferred
• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Collaboration · Preferred
• Risk Management · Preferred
• Financial planning · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Financial Advisory
• Finance
• Investments
• Retirement Planning
• Portfolio Management
• Risk Management
• Financial Analysis
• Quantitative Analysis
• Problem-Solving
• Client Communication
• Regulatory Compliance
• Ethical Financial Advice
• Time Management
• Digital Communication
• Collaboration

Job areas

• Finance & Accounting
• Healthcare
• Customer Service & Support