Remote Financial Planner for Employee Wellbeing

Lyrahealth; Philippines; Remote; PHP 335,000 - 614,000; Part time

Job summary

Lyra Health in the Philippines seeks an associate to support delivery of employee wellbeing services. You will provide brief financial consultations to clients over telephonic sessions, while upholding Lyra’s clinical and service standards.

As an independent contributor on a remote team, you will manage referrals, schedule sessions, maintain timely documentation, and collaborate with care and operations to ensure high-quality client experience.

Qualifications

• Must be a Registered Financial Planner and able to practice in the Philippines.
• Experience in providing financial consultation.
• Fluency in English; local languages are a plus.

Responsibilities

• Provide brief financial consultation to clients via telephonic sessions.
• Manage client referrals, session scheduling, and documentation.
• Coordinate with Lyra's care and operations teams to ensure quality service.
• Maintain professional standards, confidentiality, and ethical practice.

Skills

Communication

Interpersonal skills

Remote teamwork

Education

Registered Financial Planner

Job description

Lyra Health in the Philippines seeks an associate to support delivery of employee wellbeing services. You will provide brief financial consultations to clients over telephonic sessions, while upholding Lyra’s clinical and service standards.

As an independent contributor on a remote team, you will manage referrals, schedule sessions, maintain timely documentation, and collaborate with care and operations to ensure high-quality client experience.