Financial Consultant - Philippines
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
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.
As published by lever · 27 questions · 10 written answers
Basics
Resume/CV, Full name, Pronouns, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website, To which gender identity do you most identify?, To which sexual orientation do you most identify?, Do you identify as a person living with a disability?, Are you fluent in any of the following languages?, Do you identify as LGBTQIA+?
Short answers (2)
- Service Rate: Please note that this rate is for a 30-minute telephonic consultation. Kindly provide your rate in USD.
- Please provide your VAT/GST number or equivalent, if appropriate. optional
Pick from a list (10)
- Are you a part of a group practice?
- How did you hear about Lyra?
- Are you an employee or contractor of Lyra, Bend or an affiliated company (Currently or Previously)?
- If yes to the previous questions, please select your relationship: optional
- Do you have a valid license to provide legal / Financial Services in this country? optional
- Which languages do you provide your services in? optional
- Do you need to charge VAT or sales tax? optional
- Are any formal disciplinary charges pending against you, or do you have knowledge of any pending investigation into your professional competence or conduct by any clinic facility, professional society or association, hospital, or other governmental authority in any country?
- Has any disciplinary action ever been taken against you for violation of laws, rules, by-laws, or standards of practice by any government authority, facility, group or professional society or association in any country?
- Have you ever been charged with any criminal offence, other than a minor traffic offence, in any country?
Written answers (10)
- Psychology Today Profile Link (if applicable) optional
- If selected yes. Please provide practice name, group contact phone, and group contact email. optional
- If you selected other, please share your relationship here: optional
- Your address (Clinic or home address - this will be used for your contract)
- Please provide emergency contact details. Please include Name, email, telephone number and relationship
- How many years of post-qualifying experience do you have?
- If you have any other languages, please note below: optional
- Please list the professional associations of which you are a member.
- Please give an estimate of how many new intake appointments you anticipate being able to offer a month and which time you are available for the same?
- Working hours - Do you offer:
Attachments (5)
- Please upload a copy of your license if relevant
- Please provide evidence of your qualifications (i.e. degree certificate, masters certificate. phd certificate)
- Please provide relevant certificates for any additional training you have completed. optional
- Please upload a copy of your insurance certificate. optional
- If you charge VAT, please provide your certificate. optional