Financial Guide

Job not on LinkedIn

🔥 19 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

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• Open for 1 day.
• No salary listed.

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Your Money Line

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💼 Consulting

🏥 Healthcare

🍽️ Food & Beverage

💰 Seed Round on 2022-08

Consulting • Healthcare • Food & Beverage

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.

📋 Description

• Translate each participant’s money story into clear and compassionate guidance aligned with their values and stage of change • Provide participant support across email, phone, chat, and Zoom • Facilitate recurring one-on-ones with participants to celebrate progress, unpack habit challenges, and help build routines • Co-create educational content including webinars, short videos, articles, and worksheets • Escalate questions to senior members of the financial guide team as necessary • Participate in ongoing learning through peer coaching, real-time feedback, and industry updates • Deliver and maintain a high level of participant satisfaction • Help participants self-serve on their personal finance journey

🎯 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 • Bilingual or full professional proficiency in Spanish preferred, but not required • Must work shifts from 1:00 to 9:00 p.m. ET, Monday through Friday

🏖️ 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 • Reimbursement for license renewal fees (AFC® or CFP®) • Occasional opportunities to travel during employment

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