Personal Finance Coach

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Leland

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2021

📚 Education

🏪 Marketplace

💰 Seed Round on 2022-05

Education • Coaching • Marketplace

Leland is a platform that connects users with a diverse range of expert coaches to help them achieve their personal and professional goals. The company offers tailored coaching and courses across various fields, including management consulting, admissions for graduate programs, and career development. With a focus on individualized support, Leland provides resources and mentorship to assist users in navigating complex application processes, improving their interview skills, and enhancing their overall career prospects.

📋 Description

• Help clients build a budget • Establish saving and emergency fund habits • Develop a broader financial planning approach tailored to clients' goals • Guide clients through debt and student loan strategy • Provide insights on investing fundamentals • Advise on retirement and employer benefits • Assist clients in navigating major purchases and life events • Optimize income through career changes • Set your own hours and rates • Host sessions virtually and partner with the team to deliver a high-quality experience

🎯 Requirements

• Professional experience in personal finance or financial planning • Prior coaching experience • Clear, structured approach to helping clients build confidence around their money

🏖️ Benefits

• The chance to join a world-class team helping people achieve their career and educational dreams • Work in a collaborative, high-energy environment where your contributions have a direct impact • Operate in a fast-paced, AI-native environment • We don't hire people who merely want to work for a great company; we hire people who want to *make* a great company