Remote Financial Wellness Consultant (Philippines)

Lyra Health; Philippines; Hybrid; PHP 350,000 - 550,000; Full time

Job summary

Lyra Health Philippines is seeking an Associate who will deliver brief financial consultations to employees via phone, manage scheduling, and ensure high-quality documentation. The role requires collaboration with Lyra's care and operations teams to provide seamless wellbeing services.

Qualified candidates are Registered Financial Planners practicing in the Philippines with strong communication skills, confidentiality, and the ability to work independently in a remote setup.

Qualifications

• Must be a Registered Financial Planner and able to practice in the Philippines.
• Experience in providing financial consultation.
• Strong communication and interpersonal skills.
• Ability to maintain 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 coordinating with a remote team.

Responsibilities

• Provide brief financial consultation to clients via telephonic sessions.
• Manage session scheduling and client referrals from Lyra.
• Maintain timely and accurate documentation and records.
• Coordinate with Lyra's care and operations teams to support service delivery.
• Uphold Lyra's clinical and service standards.

Skills

Financial consultation

Communication

Interpersonal skills

Confidentiality

Education

Registered Financial Planner

Job description

Lyra Health Philippines is seeking an Associate who will deliver brief financial consultations to employees via phone, manage scheduling, and ensure high-quality documentation. The role requires collaboration with Lyra's care and operations teams to provide seamless wellbeing services.

Qualified candidates are Registered Financial Planners practicing in the Philippines with strong communication skills, confidentiality, and the ability to work independently in a remote setup.