Job Overview
Job description
- Location:
- Remote - USA, United States
- Work arrangement:
- Remote
Role Summary
Leland is building the home for ambition in the age of AI. We connect people with the experts, programs, and communities they need to land the job, get into the school, or upskill for a world being rewritten by AI. We help businesses become AI-native through training, hiring, and infrastructure. Since our founding in 2021, we've helped tens of thousands of people reach their most ambitious goals and raised $19M from world-class investors. Ambition is sacred to us, and we've built a product that takes that seriously.
We're seeking an experienced CFP Coach to work with clients preparing for the CFP exam while also building toward long-term careers in financial planning. This role includes helping clients master exam content across General Principles of Financial Planning, Insurance Planning, Investment Planning, Retirement Savings and Income Planning, Tax Planning, and Estate Planning, along with creating a tailored study plan and test prep strategy to build accuracy, pacing, and confidence leading up to exam day. Beyond the exam, coaches help clients apply these concepts to real career growth in financial planning, connecting technical knowledge to practical, real-world client scenarios. Ideal candidates hold the CFP certification or have passed the relevant exam, prior tutoring, teaching, or mentoring experience, and a clear, structured approach to breaking down complex problems while connecting them to practical application. Coaches set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every client.
About the Company
WHY LELAND?
- 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
Leland is an equal opportunity employer. We encourage candidates of all backgrounds and demographics to apply.
- Role:
- CFP Coach
- Job Type:
- Contract
Company profile
leland
joinleland.comLeland is a marketplace where ambitious people access the coaching, classes and community they need to reach career and educational goals. It offers 1-on-1 coaching, interview prep and leadership development, admissions guidance for schools including PhD programs, and an AI Builder Program that helps people build tools that change how they work. For businesses, Leland trains employees, deploys AI and places AI-native operators on teams. The company says millions of people use it to reach ambitious goals.
