Financial Consultant role providing brief financial consultation to clients via telephonic sessions in the Philippines. Contract position requiring a Registered Financial Planner with experience in financial consultation, strong communication skills, and ability to maintain professional standards in a remote work environment.
- Remote scope
- Hybrid role based in the Philippines; work performed remotely with periodic coordination with team
What you need
- Must be a Registered Financial Planner and is able to practice in the Philippines
- Experience in providing financial consultation
- Strong communication and interpersonal skills
- Fluency in English; additional local languages are an advantage
What you will own
- Provide brief financial consultation to clients via telephonic settings
- Manage client session scheduling and maintain timely, accurate documentation
- Ensure high standard of care adhering to Lyra's clinical and service standards
- Coordinate periodically with Lyra's care and operations team for seamless service delivery
- Maintain professional standards, confidentiality, and ethical practice
Core skillsFinancial planningFinancial consultationTelephonic consultationCommunicationDocumentationProfessional standardsConfidentialityEthical practiceDigital platformsEnglish fluency
Remote policyThe role is hybrid in the Philippines; team coordination is performed remotely. The job posting describes a Philippines-based position with hybrid work arrangement.
About Lyra
Lyra Clinical Associates partners with Lyra Health, a leading provider of evidence-based mental health care, serving more than 20 million people globally in partnership with employers and more than 100 million through health plan and partner relationships. The company has delivered more than 15 million sessions of mental health care, published more than 35 peer-reviewed studies, and delivered unmatched outcomes in terms of access, clinical effectiveness, and cost efficiency. Lyra members have access to care in one day, and nine out of ten improve with the support of providers like you. Lyra is transforming access to life-changing mental health care through Lyra Empower, the only fully integrated, AI-powered platform combining the highest-quality care and technology solutions. You will be contracted by Lyra Clinical Associates.
Role Description
This is an associate role supporting Lyra Health’s delivery of employee wellbeing services in the Philippines. In this role, you will provide brief financial consultation to clients (via telephonic settings), while adhering to Lyra’s clinical and service standards.
Associates will receive client referrals from Lyra and are expected to manage their session scheduling, maintain timely and accurate documentation, and ensure a high standard of care. The role involves periodic coordination with Lyra’s care and operations team to support seamless service delivery and a positive client experience.
Requirements:
Professional Qualification: Must be a Registered Financial Planner and is able to practice in the Philippines.
Experience in providing financial consultation
Strong communication and interpersonal skills
Ability to maintain professional standards, 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 maintaining communication with a remote team
Fluency in English; additional local languages are an advantage
Here are some of the advantages to joining the Lyra provider network:
Connect with highly compatible clients thanks to Lyra’s powerful matching algorithm technology
Flexibility to set your own schedule
Focus less on the administrative burden of billing with Lyra’s paperless billing and quick payment turnaround
Access Lyra’s experienced clinical consultations team to get rapid support with your Lyra clients as well as access a range of specialty group consultation meetings
Have peace of mind with Lyra’s 24/7 Care Navigation team for crisis support
Stay in the know with monthly newsletters and robust Help Center resources just for Lyra providers
Access to exclusive provider events with Lyra’s clinical leaders
Additional
We are an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information or any other category protected by law.
By applying for this contract position, your data will be processed as per Workforce Privacy Notice. If you are a California resident and would like to limit how we use this information, please use the Limit the Use of My Sensitive Personal Information form. This information will only be retained for as long as needed to fulfill the purposes for which it was collected, as described above. Please note that Lyra does not “sell” or “share” personal information as defined by the CPRA. For more information about how we use and retain your information, please see our Workforce Privacy Notice.
