Remote Financial Wellness Advisor

Lyra Health; United States; Remote; USD 5,300 - 11,000; Full time

Benefits offered by this job

Flexible schedule

Remote collaboration

Rapid payments

Clinical support

Care Navigation 24/7

Job summary

Lyra Health is seeking an Associate to support its employee wellbeing services in the Philippines. The role provides brief financial consultation to clients by phone, while upholding Lyra’s clinical and service standards.

You will handle referrals, manage session scheduling, maintain timely documentation, and coordinate with Lyra's care and operations teams to ensure seamless service and a positive client experience. Fluency in English is required.

Qualifications

• Must be a Registered Financial Planner and able to practice in the Philippines.
• Experience in providing financial consultation.
• Strong communication and interpersonal skills.
• Confidentiality and ethical practice.

Responsibilities

• Manage client referrals from Lyra.
• Schedule sessions and ensure timely documentation.
• Coordinate with care and operations teams for seamless delivery.
• Maintain high standard of client care.

Skills

Strong communication and interpersonal

Fluency in English

Remote collaboration

Digital tools for sessions

Education

Registered Financial Planner

Tools

Job description

Lyra Health is seeking an Associate to support its employee wellbeing services in the Philippines. The role provides brief financial consultation to clients by phone, while upholding Lyra’s clinical and service standards.

You will handle referrals, manage session scheduling, maintain timely documentation, and coordinate with Lyra's care and operations teams to ensure seamless service and a positive client experience. Fluency in English is required.