Wealth Management Careers Coach

Leland
United States
Workplace: RemoteContractFunction: Administration & Executive AssistanceSkills: ["Communication","Mentoring","Structured thinking","Career guidance"]

Coach students and working professionals pursuing careers in wealth management. Teach core wealth management skills across financial planning, investment strategy, retirement, estate, and tax planning, while integrating AI fundamentals and automation into modern work. Support clients with resumes, cover letters, LinkedIn review, interview prep, salary negotiation, promotion and networking strategy, and freelancing guidance. Set your own virtual hours and rates while partnering with the team to deliver a supportive experience.

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Leland
Leland
1 month ago

Wealth Management Careers Coach

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Coach students and working professionals pursuing careers in wealth management. Teach core wealth management skills across financial planning, investment strategy, retirement, estate, and tax planning, while integrating AI fundamentals and automation into modern work. Support clients with resumes, cover letters, LinkedIn review, interview prep, salary negotiation, promotion and networking strategy, and freelancing guidance. Set your own virtual hours and rates while partnering with the team to deliver a supportive experience.
Location: United States
Workplace: Remote
Employment Type: Contract
Job Function: Administration & Executive Assistance

Key Responsibilities

  • •Teach core wealth management skills including financial planning, investment strategy, retirement planning, estate planning, and tax planning.
  • •Guide learners in applying AI fundamentals and AI automation to modern wealth management work.
  • •Support clients with resume review, cover letters, and LinkedIn review.
  • •Help with interview preparation, salary negotiation, and promotion strategy.
  • •Provide networking strategy and guidance for freelancing for independent work pursuits.

Key Requirements

  • •Professional experience in wealth management.
  • •Prior coaching or mentoring experience.
  • •A clear, structured approach to breaking down financial and career topics.
  • •Ability to guide students and professionals on resume, cover letters, and interview preparation.
  • •Experience supporting career outcomes such as salary negotiation and promotion/networking strategy.
Experience:Wealth managementCoachingCareer coaching
Skills:CommunicationMentoringStructured thinkingCareer guidance
Tech Stack:AIAI automation

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
WebsiteLinkedIn