CFP Coach

Leland • ,

10d • Remote

About The Position

Leland is building the home for ambition in the age of AI. We connect people with the experts, programs, and communities they need to land the job, get into the school, or upskill for a world being rewritten by AI. We help businesses become AI-native through training, hiring, and infrastructure. Since our founding in 2021, we've helped tens of thousands of people reach their most ambitious goals and raised $19M from world-class investors. Ambition is sacred to us, and we've built a product that takes that seriously.
We're seeking an experienced CFP Coach to work with clients preparing for the CFP exam while also building toward long-term careers in financial planning. This role includes helping clients master exam content across General Principles of Financial Planning, Insurance Planning, Investment Planning, Retirement Savings and Income Planning, Tax Planning, and Estate Planning, along with creating a tailored study plan and test prep strategy to build accuracy, pacing, and confidence leading up to exam day. Beyond the exam, coaches help clients apply these concepts to real career growth in financial planning, connecting technical knowledge to practical, real-world client scenarios. Ideal candidates hold the CFP certification or have passed the relevant exam, prior tutoring, teaching, or mentoring experience, and a clear, structured approach to breaking down complex problems while connecting them to practical application. 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.

Requirements

• Hold the CFP certification or have passed the relevant exam.
• Prior tutoring, teaching, or mentoring experience.
• A clear, structured approach to breaking down complex problems while connecting them to practical application.

Responsibilities

• Help clients master exam content across General Principles of Financial Planning, Insurance Planning, Investment Planning, Retirement Savings and Income Planning, Tax Planning, and Estate Planning.
• Create a tailored study plan and test prep strategy to build accuracy, pacing, and confidence leading up to exam day.
• Help clients apply exam concepts to real career growth in financial planning, connecting technical knowledge to practical, real-world client scenarios.
• Host sessions virtually.
• Partner with the Leland team to deliver a high-quality, supportive experience for every client.

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

What This Job Offers

• Career Level: Senior
• Education Level: No Education Listed