Note: The job is a remote job and is open to candidates in USA. Leland is building the home for ambition in the age of AI. We are seeking an experienced personal finance coach to work with clients looking to get their finances in order and plan for the future.
Responsibilities
- Helping clients build a budget
- Establish saving and emergency fund habits
- Develop a broader financial planning approach tailored to their goals
- Guide clients through debt and student loan strategy
- Investing fundamentals
- Retirement and employer benefits
- Navigating major purchases and life events
- Optimizing income through career changes
Skills
- Professional experience in personal finance or financial planning
- Prior coaching experience
- A clear, structured approach to helping clients build confidence around their money
Benefits
- Coaches set their own hours and rates
- Host sessions virtually
Company Overview