Leland

5 days ago

Personal Finance Coach

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Coach clients on personal finance and future planning by helping them build budgets, savings and emergency-fund habits, and goal-aligned financial plans. Guide clients through debt and student loan strategy, investing fundamentals, retirement and employer benefits, and planning for major purchases and life events. Optimize income through career changes while delivering a supportive, high-quality virtual coaching experience and collaborating with the team.

Location: United States

Workplace: Remote

Employment Type: Contract

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Work with clients to get their finances in order and develop plans for the future.
•Help clients build budgets, establish saving and emergency fund habits, and tailor financial planning to goals.
•Guide clients through debt and student loan strategy, investing fundamentals, and retirement and employer benefits.
•Support clients with planning for major purchases and life events, including optimizing income through career changes.
•Host virtual sessions and partner with the team to deliver a high-quality, supportive client experience.

Key Requirements

•Professional experience in personal finance or financial planning.
•Prior coaching experience.
•A clear, structured approach to helping clients build confidence with their money.
•Experience guiding clients with budgeting, saving, and emergency-fund habits.
•Experience with debt and student loan strategy, investing fundamentals, and retirement/employer benefits.

Skills:CommunicationCoachingClient supportOrganizational skillsConfidence building

Company Brief

Leland

Leland is a coaching marketplace connecting learners with expert coaches, courses, content, and community to support career and educational goals, including test prep, admissions, and professional upskilling.

Industry: EdTech

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Funding: Series A

Headquarters: Stanford, United States

Founded: 2021

Website LinkedIn

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Leland

5 days ago

Personal Finance Coach

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Contract

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Work with clients to get their finances in order and develop plans for the future.
•Help clients build budgets, establish saving and emergency fund habits, and tailor financial planning to goals.
•Guide clients through debt and student loan strategy, investing fundamentals, and retirement and employer benefits.
•Support clients with planning for major purchases and life events, including optimizing income through career changes.
•Host virtual sessions and partner with the team to deliver a high-quality, supportive client experience.

Key Requirements

•Professional experience in personal finance or financial planning.
•Prior coaching experience.
•A clear, structured approach to helping clients build confidence with their money.
•Experience guiding clients with budgeting, saving, and emergency-fund habits.
•Experience with debt and student loan strategy, investing fundamentals, and retirement/employer benefits.

Skills:CommunicationCoachingClient supportOrganizational skillsConfidence building

Company Brief

Leland

Industry: EdTech

Company Size: Medium (51 to 250 employees)

Growth: Growth Stage Startup

Funding: Series A

Headquarters: Stanford, United States

Founded: 2021

Website LinkedIn