Join Leland as a CFP Coach to help clients prepare for the CFP exam and build careers in financial planning.
Posted by employer 3 months ago
First seen on Joblaze 1 month ago
Last verified on the company career page 7 hours 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 about a month ago — first seen on Joblaze September 3, 2026. Last confirmed on Leland's careers page October 27, 2026.
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
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
Operate in a fast-paced, AI-native environment
Standard company text repeated across Leland's postings is omitted here.