Wealth Management Careers Coach

The role

This person will teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning. They will guide students in applying AI fundamentals and AI automation to wealth management work. They also support career development through resume review, interview prep, and networking strategy.

What you will do

• 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
• Support resume review, cover letters, and LinkedIn review
• Provide interview prep and salary negotiation support
• Support promotion strategy, networking strategy, and freelancing

Required qualifications

• Professional experience in wealth management
• Prior coaching or mentoring experience
• A clear, structured approach to breaking down financial and career topics

Benefits

• The chance to join a world-class team helping people achieve their career and educational dreams
• Work in a collaborative, high-energy environment
• Operate in a fast-paced, AI-native environment

About the company

Leland is building the home for ambition in the age of AI. Since its founding in 2021, it has helped tens of thousands of people reach ambitious goals and raised $19M from investors.