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

• 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

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.

• 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

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.

• 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.

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