Join Leland as a Personal Finance Coach, helping clients manage their finances and achieve their goals in a fully remote setting.
Posted by employer 3 months ago
First seen on Joblaze 2 months ago
Last verified on the company career page 1 day ago
AI in the day-to-day
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Not disclosed in this posting: compensation, years of experience, visa sponsorship.
Benefits
Joblaze summary
In the role of Personal Finance Coach at Leland, the individual will assist clients in organizing their finances, creating budgets, and developing tailored financial plans. Key skills include a strong background in personal finance or financial planning, along with prior coaching experience to effectively guide clients through various financial challenges. This position is ideal for experienced professionals who thrive in a collaborative and dynamic environment, contributing to a mission-driven team focused on empowering individuals to achieve their financial goals.
Joblaze insights
Quick facts
From the original posting
We're seeking an experienced personal finance coach to work with clients looking to get their finances in order and plan for the future. This role includes helping clients build a budget, establish saving and emergency fund habits, and develop a broader financial planning approach tailored to their goals. Coaches also guide clients through debt and student loan strategy, investing fundamentals, and retirement and employer benefits, as well as navigating major purchases and life events and optimizing income through career changes. Ideal candidates have professional experience in personal finance or financial planning, prior coaching experience, and a clear, structured approach to helping clients build confidence around their money. 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.
The chance to join a world-class team helping people achieve their career and educational dreams
Operate in a fast-paced, AI-native environment
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