Wealth Management Careers Coach

Company

Leland

Where

Remote - USA

Arrangement

Remote

Level

Mid

First seen

August 6, 2026

Listed via

Ashby

What the posting says

We're seeking an experienced wealth management careers coach to work with students and professionals pursuing careers in wealth management. This role includes teaching core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning, as well as guiding students in applying AI fundamentals and AI automation to modern wealth management work. Coaches also support the career side of the journey, including resume review, cover letters, LinkedIn review, interview prep, and salary negotiation, as well as promotion strategy, networking strategy, and…

Read more and apply on Leland's site

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