Financial Advisor

Il y a 17 heures

Belgique MantraCare Télétravail Temps partiel

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Company Description MantraCare is reshaping healthcare through AI-powered therapy, chronic care, and holistic wellness solutions tailored for employers, insurers, and healthcare systems. The company operates a global, AI-first ecosystem that supports mental health, diabetes, MSK, nutrition, and telehealth under one integrated platform. Its hybrid care model leverages AI for triage and ongoing support, seamlessly escalating to a network of over 51,000 licensed experts when needed. This approach delivers comprehensive, scalable care while driving substantial cost savings and improved health outcomes. MantraCare emphasizes accessibility, engagement, and innovation for diverse populations and organizations. Role Description The Financial Advisor at MantraCare is a part-time, remote role focused on guiding clients through personalized financial decision-making. Day-to-day responsibilities include assessing client financial situations, developing comprehensive financial plans, and providing advice on investments, retirement strategies, and long-term wealth management. The Financial Advisor collaborates with internal teams to align financial guidance with clients’ health and wellness benefits, ensuring their financial plans support overall well-being. The role also involves monitoring market trends, updating client strategies as needed, and communicating recommendations clearly through virtual meetings and digital channels. Qualifications
• Strong skills in Financial Planning and Financial Advisory to analyze client needs and develop tailored strategies.
• Solid understanding of Finance and Investments to provide informed guidance on portfolios and risk management.
• Expertise in Retirement Planning to help clients build sustainable long-term financial security.
• Excellent analytical, quantitative, and problem-solving abilities with attention to detail.
• Clear, professional communication skills and the ability to explain complex concepts in accessible terms.
• Comfort working in a remote, technology-driven environment; proficiency with digital tools and virtual collaboration.
• Relevant professional certification (e.g., CFP, CFA) or progress toward such credentials is preferred.
• Experience advising individuals or employees in benefits-rich or healthcare-related environments is a plus. Interested candidates can share their resume at rushali@mantra.care

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Europe

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Afrique

Financial Advisor

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