Financial Guide

Financial Guide

Your Money Line seeks an enthusiastic individual with strong communication and problem-solving skills to join our team as a Financial Guide (FG). The FG team is crucial in providing participants with clear, personalized financial guidance, catering to diverse backgrounds, and addressing various financial challenges and issues with empathy. The FG will be the participant’s first line of contact and will be tasked with delivering and maintaining a high level of participant satisfaction. FGs are also responsible for helping to create financial education content to help participants self-serve on their personal finance journey. 

This is a full-time position with shifts from 1:00 to 9:00 p.m. ET, Monday through Friday. There are no weekend requirements.

This position is remote, meaning you can work fully remotely, but there may be occasional opportunities to travel during your employment.

About Your Money Line:

Money is the #1 stressor for American workers—and we’re on a mission to create financial stability and confidence for all. YML is a leading financial wellness benefit pairing AI-powered software with empathetic human coaching to change the financial lives of thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with everyday money challenges, and employers see gains in team wellness, retention, and engagement.

Your Money Line was founded by Peter Dunn (aka Pete the Planner™) and is funded by leading Midwest investors, such as Allos Ventures, First Trust Capital Partners, Elevate Ventures, and CareSource.

What You’ll Do:

As a Financial Guide, you are likely the first voice someone hears on their financial journey. At Your Money Line, you’ll: 

• Translate each participant’s money story into clear and compassionate guidance that aligns with their values and stage of change
• Offer participant support across channels, including email, phone, chat, and Zoom
• Facilitate recurring one-on-ones with participants to celebrate progress, unpack habit challenges, and help participants build routines rooted in identity and personal wins 
• Co-create educational content from webinars and short videos to articles and worksheets
• Escalate questions as necessary to senior members of the financial guide team
• Participate in ongoing learning via peer coaching, real-time feedback, and industry updates, ever-evolving your financial and counseling fluency 

Requirements: 

• AFC® or CFP® certification
• At least two (2) years of financial coaching or similar industry experience
• Comfortable presenting financial topics in a clear, engaging way, especially in virtual and group settings
• Excellent organizational and communication skills
• Ability to work under minimal supervision
• Adept at learning new technology (e.g., Salesforce)
• Excellent customer service skills

Certification Disclosure:

While Your Money Line welcomes applicants with the CFP® certification, this role does not involve practicing as a CFP® professional. Your Money Line provides financial guidance, not investment advice. Financial Guides don’t hold licenses (Series 6, Series 7, etc.) and therefore can’t provide securities recommendations or investment advisory services with Your Money Line. 

Miscellaneous: 

• This position is fully remote.
• This is a full-time position with hours between 1-9 PM ET, Monday through Friday.
• Bilingual or full professional proficiency in Spanish preferred, but not required.

Company Values:

• Lead with empathy  
• Grow with courage
• Move fast, together
• Own the outcome
• Good vibes are always in the budget

Benefits:

• Medical Insurance (Company pays 75% of the premium for all tiers)
• Health Savings Account with employer HSA contribution
• Dental and Vision Insurance
• Company Equity
• 401K with Company Match
• Unlimited Wellness Time Off
• Unlimited Paid Time Off
• Unlimited access to YML platform and resources
• Flexible Spending Accounts and Dependent Care Flexible Spending Account
• Elective Accident, Disability, and other non-medical insurance coverages
• Group-Life & AD&D Insurance
• Monthly Technology Stipend (Remote Employees)
• Paid Paternity, Maternity, and Adoption Leave
• Voted a “Best Place to Work in Indiana” 2023, 2024, 2025
• Reimbursement for license renewal fees (AFC® or CFP®)

If you feel you meet these qualifications, you get excited by helping millions of people achieve financial stability, and you want to work with a diverse, hardworking team – we’d love to meet you.