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Financial Guide (On-Demand)

Your Money Line
Remote

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Job Details

Contract
$28 an hour

Qualifications

Spanish
Coaching

Full Job Description

Location: Remote (U.S.-based)

Your Money Line seeks an enthusiastic and self-motivated Financial Guide (Independent Contractor) to support our participants on an as-needed basis. Our Financial Guides provide participants with clear and empathetic financial guidance, catering to diverse backgrounds and addressing a variety of financial challenges. You will play a key role in delivering a high level of participant satisfaction while operating as an independent professional.

Engagement Structure

On-Demand, Part-Time: You will receive assignments as needed and are expected to respond within one (1) business day of receiving an assignment.
Independent Work: As an independent contractor, you will control how, when, and where you perform your services, provided deadlines are met and quality standards are maintained.
Compensation: $28/hour, paid per assignment, as agreed in the independent contractor agreement.

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.

Scope of Work

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

Additional Information

This is a contractor role; 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.

If you're passionate about improving financial stability for diverse populations, thrive in a flexible and independent environment, and meet the above qualifications, we'd love to hear from you.

Quick Apply

Refine Your Search

Financial Software Guide jobs

Financial Guide (On-Demand)

Analyst I Epic EHR Application (Remote)

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Certified Financial Planner

Mortgage Loan Officer (Mortgage Advisor)

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Field Engineer

Service Technician

VP of Commercial Lending, Champaign

Construction Manager – Plumbing or HVAC

Mortgage Loan Officer

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