Your Money Line seeks an enthusiastic and professional individual to join our team in the Financial Guide (FG) role. The FG team is crucial in providing participants with clear and succinct financial guidance, catering to diverse backgrounds, and addressing various financial challenges and issues with empathy. The FG will be a 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 travel requirements to come to the Indianapolis Headquarters during your employment.
About Your Money Line
Money is stressful. We're on a mission to fix it. Your Money Line is one of the leading financial wellness benefits in the nation. We pair AI-powered software with empathetic human coaching to increase financial stability and confidence in thousands of households—from teachers to nurses and everyone in between. With YML, employees get help with their everyday money challenges, and employers see gains in team wellness, retention, and engagement. Your Money Line was founded by Peter Dunn (aka Pete the PlannerTM) and is funded by leading Midwest investors like Ground Game Ventures, Elevate Ventures, Rehab Industries, InnovateMap Ventures and Gravity Ventures.
Responsibilities:
- Listen to and discern participant needs, identify viable solutions, and adeptly communicate possible courses of action
- Provide participants with support by:
- Answering questions via phone, Zoom, email, and chat
- Sending necessary follow-up information outlining summaries and next steps
- Managing recurring counseling appointments as necessary
- Create and deliver educational support via webinars, short-form videos, articles, and other content
- Escalate questions as necessary to senior members of the financial guide team
- Attend training and coaching sessions as necessary to expand knowledge of services provided and stay current with industry updates such as policy changes and regulatory adjustments
Preferences:
- At least two (2) years of financial industry/coaching experience
- AFC®, CFP®, or other professional designation
- Excellent organizational skills and communication skills
- Ability to work under minimal supervision
- Adept at learning new technology (e.g. Salesforce)
- Excellent customer service skills
Miscellaneous:
- This position is fully remote.
- This is a full-time position with hours between 1-9 PM ET, Monday through Friday.
- Base hourly rate $28/hour.
- Bilingual or full professional proficiency in Spanish preferred, but not required.
Benefits:
- Medical Insurance
- Dental and Vision Insurance
- Life Insurance
- 401k and 401k company match
- Company stock options
- Work laptop
- Unlimited wellness time off
- Hybrid office model
- 20 days of paid time off annually
- Volunteer time off
- Paid holidays
- Flex holidays
- Paid maternity, paternity, and adoption leave
- HSA and employer HSA contribution
- Office snacks
- Regular employee events
- Fun startup culture
- Voted a “Best Place to Work in Indiana” 2023, 2024
- Monthly technology stipend (Remote employees)
- Reimbursement for license renewal fees
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.