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Leland

Personal Finance Coach

Leland

Personal Finance Coach guiding clients in financial management with tailored strategies. Helping clients establish budgets, savings habits, and navigating financial decisions in a virtual environment.

Posted 7/17/2026contractRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in personal finance and financial planning, with a focus on coaching clients to build confidence in managing their finances. Proficient in developing tailored financial strategies, including budgeting, debt management, and investment insights.

Highest-signal resume keywords
Personal Finance ExpertiseFinancial PlanningCoaching ExperienceBudget DevelopmentDebt Management Strategy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
BudgetingFinancial PlanningDebt ManagementInvestment FundamentalsRetirement PlanningEmergency Fund StrategiesCareer Change OptimizationClient Goal Development
Soft Skills
Clear CommunicationStructured ApproachClient Confidence Building
Industry Keywords
Personal FinanceFinancial CoachingClient AdvisingLife Event NavigationEmployer Benefits

About the role

Key responsibilities & impact
  • Help clients build a budget
  • Establish saving and emergency fund habits
  • Develop a broader financial planning approach tailored to clients' goals
  • Guide clients through debt and student loan strategy
  • Provide insights on investing fundamentals
  • Advise on retirement and employer benefits
  • Assist clients in navigating major purchases and life events
  • Optimize income through career changes
  • Set your own hours and rates
  • Host sessions virtually and partner with the team to deliver a high-quality experience

Requirements

What you’ll need
  • Professional experience in personal finance or financial planning
  • Prior coaching experience
  • Clear, structured approach to helping clients build confidence around their money

Benefits

Comp & perks
  • 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