Personal Finance Coach

Leland is building the home for ambition in the age of AI, connecting people with experts, programs, and communities to land jobs, get into schools, or upskill. They help businesses become AI-native through training, hiring, and infrastructure.

Location: United States

Responsibilities

• Help clients build a budget, establish saving and emergency fund habits, and develop a broader financial planning approach tailored to their goals.
• Guide clients through debt and student loan strategy, investing fundamentals, retirement and employer benefits, major purchases, life events, and income optimization.

Requirements

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

Benefits

• Set your own hours and rates.
• Host sessions virtually.
• Partner with the team to deliver a high-quality, supportive experience.