Join Leland as a CFP Coach to help clients prepare for the CFP exam and build careers in financial planning.
Posted by employer 1 month ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
AI in the day-to-day
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Requirements
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, years of experience, visa sponsorship.
Joblaze summary
The CFP Coach at Leland focuses on guiding clients through the complexities of the CFP exam while fostering their long-term careers in financial planning. This role requires a strong grasp of financial planning principles and the ability to create personalized study plans that enhance clients' exam readiness and practical application of knowledge. Ideal candidates are experienced professionals with CFP certification and a background in teaching or mentoring, capable of breaking down intricate concepts for diverse learners. Leland offers a dynamic, collaborative environment where coaches can set their own schedules and directly influence client success.
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Leland's career page.
- Leland has 188 other open roles including Consumer Account Executive, Software Engineer, IB Exam Tutor.
Quick facts
- Is the CFP Coach role remote?
- Yes — Leland lists this as a fully remote position.
- What seniority level is this role?
- Leland targets mid-level candidates for this position.
- Is this full-time or contract?
- Freelance for this CFP Coach role at Leland.
From the original posting
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.
Why Leland?
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
We don't hire people who merely want to work for a great company; we hire people who want to make a great company
Leland is an equal opportunity employer. We encourage candidates of all backgrounds and demographics to apply.