Personal Finance Coach

The role

This person will work with clients to get their finances in order and plan for the future. You will help clients build budgets, establish saving habits, and develop financial planning approaches.

What you will do

• Help clients build a budget
• Establish saving and emergency fund habits
• Develop a broader financial planning approach tailored to client goals
• Guide clients through debt and student loan strategy
• Guide clients through investing fundamentals
• Guide clients through retirement and employer benefits
• Navigate major purchases and life events
• Optimize income through career changes
• Host sessions virtually

Required qualifications

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

About the company

Leland connects people with experts, programs, and communities to land jobs, get into school, or upskill. Since 2021, they have helped tens of thousands of people reach ambitious goals.