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Personal Finance Coach

Leland· Coaches
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RemoteContractPosted 3mo ago

About the role

Experienced personal finance coach to help clients establish budgets, savings habits, debt strategy, investing fundamentals, retirement planning, and optimize income through career changes. Remote contract role with self-directed hours and rates, delivering virtual coaching and partnering with the team to provide high-quality, supportive guidance.

Responsibilities

  • Help clients build a budget and establish saving and emergency fund habits.
  • Develop a broader financial planning approach tailored to clients' goals.
  • Guide clients through debt and student loan strategy, investing fundamentals, and retirement planning.
  • Explain employer benefits and assist with retirement planning.
  • Support clients through major purchases and life events and optimize income through career changes.
  • Host sessions virtually and collaborate with the team to deliver a high-quality client experience.

Qualifications

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

Skills

Required:BudgetingDebt and Student Loan StrategyCoaching / Client Engagement
Nice to have:Investing FundamentalsRetirement PlanningCareer Planning for Income Optimization
Last updated Aug 5, 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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