Wealth Management Careers 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 wealth management careers coach to work with students and professionals pursuing careers in wealth management. This role includes teaching core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning, as well as guiding students in applying AI fundamentals and AI automation to modern wealth management work. Coaches also support the career side of the journey, including resume review, cover letters, LinkedIn review, interview prep, and salary negotiation, as well as promotion strategy, networking strategy, and freelancing for those pursuing independent work. Ideal candidates have professional experience in wealth management, prior coaching or mentoring experience, and a clear, structured approach to breaking down financial and career topics alike. Coaches set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every student.

Requirements

• Professional experience in wealth management.
• Prior coaching or mentoring experience.
• A clear, structured approach to breaking down financial and career topics alike.

Responsibilities

• Teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning.
• Guide students in applying AI fundamentals and AI automation to modern wealth management work.
• Support the career side of the journey, including resume review, cover letters, LinkedIn review, interview prep, and salary negotiation.
• Assist with promotion strategy, networking strategy, and freelancing for those pursuing independent work.
• Host sessions virtually.
• Partner with the Leland team to deliver a high-quality, supportive experience for every student.

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