Join Leland as a Wealth Management Careers Coach, guiding students and professionals in financial planning and AI integration.
Posted by employer 3 months ago
First seen on Joblaze 2 months ago
Last verified on the company career page 1 day ago
Skills & Technologies
AI in the day-to-day
guiding students in applying AI fundamentals and AI automation to modern wealth management work
Requirements
- Experience
- 3+ years
Not disclosed in this posting: compensation, visa sponsorship.
Benefits
Joblaze summary
In the role of Wealth Management Careers Coach at Leland, the individual will guide students and professionals through essential skills in financial planning and investment strategies while integrating AI fundamentals into their learning. Candidates should possess a strong background in wealth management along with coaching experience, emphasizing a structured approach to both financial and career topics. This position is ideal for those who thrive in a collaborative, fast-paced environment and are passionate about empowering others to achieve their career aspirations.
Joblaze insights
- Listed about 2 months ago — first seen on Joblaze September 3, 2026. Last confirmed on Leland's careers page November 10, 2026.
- AI appears in 2.7% of 4965 comparable mid other roles.
Quick facts
- Is the Wealth Management Careers Coach role remote?
- Yes — Leland lists this as a fully remote position.
- How much experience is required?
- At least 3 years of relevant experience for this Wealth Management Careers Coach role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: AI, Tax Planning, estate planning, financial planning, investment strategy, retirement planning.
- What seniority level is this role?
- Leland targets mid-level candidates for this position.
- Is this full-time or contract?
- Freelance for this Wealth Management Careers Coach role at Leland.
From the original posting
We're seeking an experienced wealth management careers coach to work with students and professionals pursuing careers in wealth management. This role includes teaching core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning, as well as guiding students in applying AI fundamentals and AI automation to modern wealth management work. Coaches also support the career side of the journey, including resume review, cover letters, LinkedIn review, interview prep, and salary negotiation, as well as promotion strategy, networking strategy, and freelancing for those pursuing independent work. Ideal candidates have professional experience in wealth management, prior coaching or mentoring experience, and a clear, structured approach to breaking down financial and career topics alike. Coaches set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every student.
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.