Financial Consultant

Lyra Health

. Provide counselling/therapy sessions to clients via in-person and virtual settings .

Posted 9/29/2026contractBaguio • PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing financial consultation and therapy sessions while adhering to professional standards and ethical practices. Proficient in managing documentation and utilizing digital tools for effective service delivery.

Highest-signal resume keywords

Registered Financial PlannerFinancial ConsultationStrong Communication SkillsTimely DocumentationFluency in English

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ConsultationDocumentation ManagementTherapy Session Delivery

Soft Skills

Interpersonal SkillsEthical PracticeIndependence

Tools & Technologies

Digital ToolsCase Management Platforms

Certifications & Qualifications

Registered Financial Planner

Industry Keywords

Mental Health ServicesClient ExperienceConfidentialityService Standards

About the role

Key responsibilities & impact

Provide counselling/therapy sessions to clients via in-person and virtual settings
Adhere to Lyra’s clinical and service standards
Maintain access to a suitable, private, and professional venue for in-person sessions
Manage session scheduling
Maintain timely and accurate documentation
Ensure a high standard of care
Coordinate periodically with Lyra’s care and operations team to support seamless service delivery and a positive client experience
Support Lyra Health’s delivery of mental health services in Pampanga and Baguio, Philippines

Requirements

What you’ll need

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
Ability to work independently while maintaining communication with a remote team
Fluency in English; additional local languages are an advantage

Benefits

Comp & perks

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