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Company Description
MantraCare is transforming healthcare through AI-powered therapy, chronic care, and holistic wellness solutions designed for payers, employers, and health systems. The organization operates an AI-first, expert-supported ecosystem across mental health, diabetes, MSK, nutrition, and telehealth. As the only global platform covering the full spectrum of care, MantraCare combines automated triage and therapy with escalation to a network of over 51,000 licensed experts when needed. This seamless, hybrid model delivers measurable cost savings of 40–50% while improving health outcomes, engagement, and access to care.
Role Description
The Financial Coach role at MantraCare is a part-time, remote position focused on helping individuals build confidence and competence in managing their personal finances. In this role, the coach will conduct virtual sessions to assess clients’ financial situations, clarify goals, and develop actionable financial plans aligned with MantraCare’s holistic wellness approach. Day-to-day responsibilities include:
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- Providing personalized financial education
- Guiding clients on budgeting, saving, debt management, and financial decision-making
- Documenting progress within digital tools and platforms
- Collaborating with multidisciplinary care teams when appropriate
- Maintaining accurate records
- Contributing insights to improve MantraCare’s financial wellness programs
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Availability for flexible scheduling and responsiveness via online channels will be important for supporting clients across different time zones.
Qualifications
- Strong skills in Financial Coaching and Financial Education to guide clients toward sustainable money management behaviors
- Skills in Financial Planning and Personal Finance to design practical, goal-oriented plans covering budgeting, saving, investing, and debt reduction
- A solid foundation in Finance to interpret financial information, explain concepts clearly, and support data-informed decisions
- Relevant experience in coaching, counseling, or client-facing advisory roles, ideally within wellness, healthcare, or employee benefits settings
- Excellent communication, active listening, and empathy skills, with the ability to work effectively with people from diverse backgrounds in a remote environment
- Comfort using digital tools, telehealth platforms, and basic productivity software; familiarity with AI-enabled or digital health solutions is an advantage
- Relevant certifications in financial coaching, financial planning, or personal finance education are beneficial; a degree in finance, business, economics, or a related field is a plus
- Strong ethical judgment, respect for confidentiality, and commitment to inclusive, non-discriminatory client support
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