Financial Guide (On-Demand)

Your Money Line; United States; Remote; USD 31,822 - 45,323; Part time

Job summary

A financial wellness company is seeking a Remote Financial Guide (Independent Contractor) to provide empathetic support and educational resources to participants. This part-time role requires a minimum of two years of financial coaching experience, proficiency in Spanish, and strong organizational skills. The position offers flexible scheduling and the ability to work independently while focusing on participant satisfaction.

Qualifications

• At least two years of financial industry/coaching experience.
• Excellent customer service skills.
• Ability to work under minimal supervision.

Responsibilities

• Provide participants with empathetic financial guidance.
• Create and deliver educational support via webinars and articles.
• Manage recurring counseling appointments as necessary.

Skills

Financial coaching

Bilingual in Spanish

Excellent communication skills

Organizational skills

Customer service skills

Education

AFC, CFP, or other professional designation

Tools

Salesforce

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.