Wealth Management Careers Coach
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At a glance
Job overview
Polymer is hiring a Wealth Management Careers Coach. Leland is seeking an experienced wealth management careers coach to work with students and professionals. This role involves teaching core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning. Coaches will also guide students in applying AI fundamentals and automation to modern wealth management work, and support career development through resume review, interview prep, and networking strategy. Ideal candidates have professional experience in wealth management and prior coaching or mentoring experience.
Key focus areas include Teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning, Guide students in applying AI fundamentals and AI automation to modern wealth management work, and Support career development including resume review, cover letters, LinkedIn review, interview prep, and salary negotiation.
Successful candidates bring Professional Experience In Wealth Management and Coaching Or Mentoring Experience. Important skills include Budgeting, Investment Strategy, Retirement Planning, Estate Planning, Tax Planning, and AI Fundamentals. Preferred (not required): Coaching and Structured Approach.
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 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?
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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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