Destava

CFP Coach

Leland is hiring for CFP Coach in Remote - USA. Remote, Mid level. First seen August 6, 2026; open as of November 10, 2026. Jobs taken straight from company career pages — no aggregator in between.

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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 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…

Read more and apply on Leland's site