Financial Guide (On-Demand)

Job not on LinkedIn

July 29

Apply Now

Receive Emails with Similar Jobs

Your Money Line

WebsiteLinkedInAll Job Openings

Finance • Wellness • HR Tech

Your Money Line is a company dedicated to providing financial wellness solutions for businesses, education, and healthcare sectors. They offer AI-powered software combined with live expert coaching to help employees improve their financial health. The company focuses on reducing financial stress by offering tools for budgeting, credit building, loan forgiveness, and financial planning. They also provide a range of resources including tools, webinars, courses, and articles to boost financial literacy and stability. Your Money Line works alongside HR teams and employers to enhance employee wellness through financial education and support without pushing any products, aiming to create healthy, financially stable work environments for better employee retention and productivity.

11 - 50 employees

Founded 2020

💸 Finance

🧘 Wellness

👥 HR Tech

💰 Seed Round on 2022-08

📋 Description

• Listen to and discern participant needs, identify viable solutions, and adeptly communicate possible courses of action • Provide Spanish-speaking 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

🎯 Requirements

• At least two (2) years of financial industry/coaching experience • AFC®, CFP®, or other professional designation • Excellent organizational and communication skills • Ability to work under minimal supervision • Adept at learning new technology (e.g., Salesforce) • Excellent customer service skills • Bilingual or full professional proficiency in Spanish

🏖️ Benefits

• You will not be eligible for employee benefits. • You will be responsible for your own taxes, insurance, and compliance with applicable laws as an independent contractor. • Your Money Line may reimburse certain professional certification fees (e.g., AFCPE annual certification fee) as outlined in the contractor agreement.