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Wealth Management Careers Coach

Leland· Coaches
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RemoteContractPosted 3mo ago

About the role

Experienced wealth management professional acting as a careers coach for students and professionals pursuing wealth management careers, teaching core financial and wealth management skills, applying AI fundamentals, and guiding career development and independent work strategies.

Responsibilities

  • 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 career development activities including resume review, cover letters, LinkedIn review, interview prep, and salary negotiation.
  • Assist with promotion strategy, networking strategy, and freelancing for those pursuing independent work.
  • Set own hours and rates, host sessions virtually, and collaborate with the team to deliver a high-quality, supportive experience for every student.

Qualifications

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

Skills

Required:Wealth management knowledgeAI fundamentalsCareer coachingResume / cover letter / LinkedIn reviewInterview preparation
Nice to have:Salary negotiation
Last updated Jul 23, 2026. Interested? Apply on the company site.
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About Leland

Find a Coach, Go places | Leland

Leland is a marketplace for ambitious people to access the coaching, classes, and community they need to reach career and educational goals.

coachingeducationcareer developmentmanagement consultingschool admissionstest prep
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