Financial Consultant - Philippines

📋 Description

• Provide brief financial consultation to clients via telephonic settings while adhering to Lyra’s
• Manage session scheduling and maintain timely and accurate documentation
• Coordinate periodically with Lyra’s care and operations team to ensure seamless service delivery

🎯 Requirements

• 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 professional standards, confidentiality, and ethical practice
• Timely completion of documentation and administrative requirements
• Comfortable using digital tools/platforms for sessions and case management

🎁 Benefits

• 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
• Access Lyra’s experienced clinical consultations team to get rapid support with your Lyra clients
• 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