We're on a mission to create financial stability & confidence for all

Your Money Line simplifies financial wellness by providing expert guidance to make tomorrow clearer - at work, and at home. Founded by Pete the Planner®, Your Money Line is your uncomplicated financial guide using empathetic and experienced experts to lead the way. Our CFP® and AFC® certified expert team are the friendly voice your employees are looking for on their financial journey.

Meet the Team

We’re looking for talented people

Our philosophy is simple — hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.
Administrative Assistant
General
Your Money Line is actively seeking a dynamic, self-motivated, and collaborative Client Success Manager to join our team. The Client Success Manager is responsible for driving financial wellness outcomes with their clients throughout the lifetime of their relationship. The CSM is responsible for customer satisfaction as well as retention and upsells. The person in this role reports directly to the CS Team Lead and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
Indianapolis
Full-time
Client Success Manager
Client Success
Your Money Line is actively seeking a dynamic, self-motivated, and collaborative Client Success Manager to join our team. The Client Success Manager is responsible for driving financial wellness outcomes with their clients throughout the lifetime of their relationship. The CSM is responsible for customer satisfaction as well as retention and upsells. The person in this role reports directly to the CS Team Lead and works cross-functionally to deliver an exceptional experience throughout the entire client lifecycle.
Indianapolis
Full-time
Financial Guide (On Demand)
Advice
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.
Remote (Any location)
On-Demand
Senior Software Engineer
Software Development
Our growing company is searching for a Senior Software Engineer to play a critical role in developing our software platform. The Senior Software Engineer will join a team that has a significant impact on helping our customers improve their financial lives. In this role, you will work closely with engineering and product peers to refine the user experience of the Your Money Line platform. You will work iteratively, ship often, use a mindset of experimentation, and develop new features using Nextjs, AWS, and GraphQL.
Indianapolis
Full-time
Don't see a role that's a fit?
General
Interested in joining the team, but don't see a fit? We'd still love to connect with you. Drop us a note with your resume/LinkedIn and a brief note of what you're looking for next!
Indianapolis
Full-time

A healthy company starts with healthy people

That's why we thoughtfully built a benefits package to keep you well at work.

Medical insurance & HSA

Elective dental & vision insurance

401k &
company match

Employer paid
life insurance

20 days of paid time off annually

Employer paid
life insurance

Unlimited paid wellness days

Paid parental & adoption leave

Paid volunteer time off

Hybrid office model in Indy

Monthly tech stipend

Access to Your Money Line