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.
Product Designer
Design
We’re looking for someone motivated and experienced to join our team.
Remote
Full-time
Engineering Manager
Software Development
We’re looking for someone motivated and experienced to join our team.
Remote
Full-time
Sr. Partnerships Manager
Sales
Our team seeks an experienced Sr. Partnerships Manager to join our mission. This role will focus on establishing and managing partnerships with employee benefits and retirement services companies, as well as managing the end-to-end sales cycle for leads from those partners. The ideal candidate will have 5+ years of sales experience, strong communication and relationship-building skills, and a passion for helping people achieve financial stability in their lives.
Indianapolis (Remote OK)
Full-time
Client Success Manager
Client Success
Our company 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.
Indianapolis
Full-time
Senior Manager / Director FP&A
Finance
Our rapidly growing company is looking for a detail-oriented Senior Manager/Director of FP&A to oversee all aspects of financial operations. This critical leadership role will be responsible for financial reporting, budgeting, forecasting, process improvements, and guiding strategic decisions. The ideal candidate will have 5-7 years of accounting experience, including management, along with strong analytical, communication, and problem-solving abilities.
Indianapolis
Full-time
Financial Guide (Bilingual, Part-Time)
Advice
The bilingual Financial Guide (FG) is instrumental in delivering clear financial guidance to participants from diverse backgrounds. As the first point of contact, the FG will provide excellent customer service in both English and Spanish by listening to needs, asking questions, effectively communicating solutions, and meaningful follow-up. An excellent bilingual FG will be adept at helping all participants gain financial confidence.
Indianapolis (Remote OK)
Part-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
Account Executive
Sales
We’re looking for someone motivated and experienced to join our team.
Remote
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

10 paid & 2 flex holidays

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 :)