Financial Consultant - Philippines

Lever, Inc.; Philippines; Hybrid; PHP 446,000 - 893,000; Full time

Benefits offered by this job

Matching algorithm

Flexible schedule

Paperless billing

Clinical consultations team

24/7 Care Navigation

Provider events

Job summary

Lyra is seeking an associate to support its wellbeing services delivery in the Philippines. You will provide brief financial consultation to clients via telephonic sessions, while upholding Lyra's clinical and service standards.

As an associate, you will handle referrals, manage scheduling, ensure accurate documentation, and coordinate with care and operations teams to deliver a high-quality client experience across a remote setup.

Qualifications

• Must be a Registered Financial Planner in the Philippines.
• Experience providing financial consultation to clients.
• Excellent communication and interpersonal skills.
• Fluent in English; other local languages are an advantage.
• Capable of working independently while coordinating with a remote team.

Responsibilities

• Provide brief financial consultation to clients via telephonic sessions.
• Manage session scheduling and maintain timely documentation.
• Coordinate with Lyra care and operations teams to ensure smooth service delivery.
• Maintain confidentiality and ethical practice in all interactions.

Skills

Registered Financial Planner

Financial consultation experience

Strong communication

English fluency

Independent with remote teamwork

Tools

Case management software

Job description

About Lyra

Lyra Clinical Associates partners with Lyra Health, a leading provider of evidence-based mental health care, serving more than 20 million people globally in partnership with employers and more than 100 million through health plan and partner relationships. The company has delivered more than 15 million sessions of mental health care, published more than 35 peer-reviewed studies, and delivered unmatched outcomes in terms of access, clinical effectiveness, and cost efficiency. Lyra members have access to care in one day, and nine out of ten improve with the support of providers like you. Lyra is transforming access to life-changing mental health care through Lyra Empower, the only fully integrated, AI-powered platform combining the highest-quality care and technology solutions. You will be contracted by Lyra Clinical Associates.

Role Description

This is an associate role supporting Lyra Health’s delivery of employee wellbeing services in the Philippines. In this role, you will provide brief financial consultation to clients (via telephonic settings), while adhering to Lyra’s clinical and service standards.

Associates will receive client referrals from Lyra and are expected to manage their session scheduling, maintain timely and accurate documentation, and ensure a high standard of care. The role involves periodic coordination with Lyra’s care and operations team to support seamless service delivery and a positive client experience.

Requirements:

• Professional Qualification: Must be a Registered Financial Plannerand is able to practice inthe Philippines.


• Experience in providing financial consultation


• Strong communication and interpersonal skills


• Ability to maintain professional standards, confidentiality, and ethical practice


• Timely completion of documentation and administrative requirements


• Comfortable using digital tools/platforms for sessions and case management


• Ability to work independently while maintaining communication with a remote team


• Fluency in English; additional local languages are an advantage

Here are some of the advantages to joining the Lyra provider network:

• Connect with highly compatible clients thanks to Lyra’s powerful matching algorithm technology


• Flexibility to set your own schedule


• Focus less on the administrative burden of billing with Lyra’s paperless billing and quick payment turnaround


• Access Lyra’s experienced clinical consultations team to get rapid support with your Lyra clients as well as access a range of specialty group consultation meetings


• Have peace of mind with Lyra’s 24/7 Care Navigation team for crisis support


• Stay in the know with monthly newsletters and robust Help Center resources just for Lyra providers


• Access to exclusive provider events with Lyra’s clinical leaders

We are an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information or any other category protected by law.

By applying for this contract position, your data will be processed as per Workforce Privacy Notice. If you are a California resident and would like to limit how we use this information, please use the Limit the Use of My Sensitive Personal Information form. This information will only be retained for as long as needed to fulfill the purposes for which it was collected, as described above. Please note that Lyra does not “sell” or “share” personal information as defined by the CPRA. For more information about how we use and retain your information, please see our Workforce Privacy Notice.