Wealth Management Careers 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 for a world transformed by AI. They help businesses become AI-native through training, hiring, and infrastructure.

Location: United States

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 development of students, including resume review, cover letters, LinkedIn review, interview prep, salary negotiation, promotion strategy, networking strategy, and freelancing for independent work.

Requirements

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

Benefits

• Opportunity to join a world-class team helping people achieve their career and educational dreams.
• Work in a collaborative, high-energy environment with direct impact.
• Operate in a fast-paced, AI-native environment.
• Be part of a company that values making a great company.

Additional Information

• Coaches set their own hours and rates.
• Hosts sessions virtually.
• Partner with the team to deliver high-quality, supportive experiences for students.