Financial Consultant - Philippines

The role

You will give brief financial consultation to clients by phone, for Lyra Health's employee wellbeing services in the Philippines. Clients are referred to you by Lyra, and you manage your own session scheduling and documentation.

What you will do

• Provide brief financial consultation to clients by telephone
• Follow Lyra's clinical and service standards
• Manage your own session scheduling
• Complete documentation on time and accurately
• Coordinate periodically with Lyra's care and operations team

Required qualifications

• Registered Financial Planner able to practice in the Philippines
• Experience providing financial consultation
• Strong communication and interpersonal skills
• Maintain professional standards, confidentiality and ethical practice
• Timely completion of documentation and administrative requirements
• Comfortable using digital tools and platforms for sessions and case management
• Ability to work independently while communicating with a remote team
• Fluency in English

Nice to have

• Additional local languages

Benefits

• Matching to compatible clients through Lyra's matching algorithm
• Flexibility to set your own schedule
• Paperless billing and quick payment turnaround
• Access to Lyra's clinical consultations team and specialty group consultation meetings
• 24/7 Care Navigation team for crisis support
• Monthly newsletters and Help Center resources for providers
• Exclusive provider events with Lyra's clinical leaders

Before you apply

• You must be a Registered Financial Planner able to practice in the Philippines
• This is a contract position with Lyra Clinical Associates

About the company

Lyra Clinical Associates partners with Lyra Health, a provider of evidence-based mental health care. Lyra Health's services are offered through employers, health plans and partners.