Personal Finance Coach

Leland • ,

1d • 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 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, establish saving and emergency fund habits, and develop a broader financial planning approach tailored to their goals. Coaches also guide clients through debt and student loan strategy, investing fundamentals, and retirement and employer benefits, as well as navigating major purchases and life events and optimizing income through career changes. Ideal candidates have professional experience in personal finance or financial planning, prior coaching experience, and 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.

Requirements

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

Responsibilities

• Help clients build a budget
• Establish saving and emergency fund habits
• Develop a broader financial planning approach tailored to client goals
• Guide clients through debt and student loan strategy
• Educate clients on investing fundamentals
• Advise on retirement and employer benefits
• Assist clients in navigating major purchases and life events
• Help clients optimize income through career changes
• Set own hours and rates
• Host sessions virtually
• Partner with the Leland team to deliver a high-quality, supportive client experience

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

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed