Personal Finance Coach
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At a glance
Job overview
Leland is hiring a Personal Finance Coach. Leland seeks an experienced personal finance coach to help clients organize their finances and plan for the future, including budgeting, saving, emergency funds, debt, student loans, investing, retirement, and major life events, while also optimizing income through career changes. Coaches set their own hours, host virtual sessions, and collaborate with the team to deliver supportive, high‑quality guidance.
Key focus areas include Build budgets for clients, Establish saving and emergency fund habits, and Develop tailored financial planning approaches.
Successful candidates bring Professional Experience In Personal Finance, Professional Experience In Financial Planning, and Prior Coaching Experience. Important skills include Budgeting, Saving Habits, Emergency Fund Habits, Debt Strategy, Student Loan Strategy, and Investing Fundamentals.
Skills & qualifications
Skills
Qualifications
Full job description
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 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.
Why Leland?
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The chance to join a world-class team helping people achieve their career and educational dreams
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Work in a collaborative, high-energy environment where your contributions have a direct impact
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Operate in a fast-paced, AI-native environment
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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.
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