[Hiring] Personal Finance Coach @Leland

Role Description

Leland is seeking an experienced personal finance coach to work with clients looking to get their finances in order and plan for the future. This role includes:

• Helping clients build a budget
• Establishing saving and emergency fund habits
• Developing a broader financial planning approach tailored to client goals
• Guiding clients through debt and student loan strategy
• Teaching investing fundamentals
• Advising on retirement and employer benefits
• Navigating major purchases and life events
• Optimizing income through career changes

Ideal candidates have:

• Professional experience in personal finance or financial planning
• Prior coaching experience
• A clear, structured approach to helping clients build confidence around their money

Coaches set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every client.

Qualifications

• Professional experience in personal finance or financial planning
• Prior coaching experience
• Structured approach to client engagement

Requirements

• Ability to help clients build budgets and savings habits
• Knowledge of debt and student loan strategies
• Understanding of investing fundamentals
• Familiarity with retirement and employer benefits
• Experience in navigating major purchases and life events
• Capability to optimize income through career changes

Benefits

• The chance to join a world-class team helping people achieve their career and educational dreams
• Work in a collaborative, high-energy environment where your contributions have a direct impact
• Operate in a fast-paced, AI-native environment

Leland is an equal opportunity employer. We encourage candidates of all backgrounds and demographics to apply.