CFP Coach

Leland Technologies Inc.

Job Overview

Location

Remote - USA

Job Type

Contract

Full Job Description

📋 Description

• 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 financial planning, connecting technical knowledge to practical, real-world client scenarios.
• Ideal candidates hold the CFP certification or have passed the relevant exam, prior tutoring, teaching, or mentoring experience, and a clear, structured approach to breaking down complex problems while connecting them to practical application.
• Coaches set their own hours and rates, host sessions virtually, and partner with our team to deliver a high-quality, supportive experience for every client.
• The CFP Coach will work closely with the Leland team to ensure a seamless experience for clients.
• The CFP Coach will be responsible for creating and implementing a coaching program that meets the needs of clients preparing for the CFP exam.
• The CFP Coach will work with clients to develop a personalized study plan and provide ongoing support and guidance throughout the coaching process.
• The CFP Coach will be responsible for tracking client progress and providing regular updates to the Leland team.

🎯 Requirements

• 3+ years of experience as a CFP Coach or in a related field
• CFP certification or equivalent experience
• Prior tutoring, teaching, or mentoring experience
• Strong communication and interpersonal skills

🏖️ Benefits

• Flexible scheduling and remote work options
• Competitive compensation and benefits package
• Opportunities for professional growth and development
• Collaborative and dynamic work environment

🏠 Location

• Remote - USA

Skills & Technologies

Remote

Degree Required

Ready to Apply?

Apply Externally

You will be redirected to an external site to apply.

AI Job Fit Analysis

Pro

See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.

Leland Technologies Inc.

Visit Website

About Leland Technologies Inc.

Leland empowers ambitious individuals to achieve their career and academic goals through a comprehensive platform offering expert coaching, courses, and resources. Serving millions of users worldwide, Leland provides personalized guidance for breaking into competitive fields like AI, product management, and private equity, as well as for school admissions and career advancement. The platform boasts over 650+ coaches and has facilitated numerous success stories, including recent placements at top firms like KKR, McKinsey, and Microsoft, underscoring its effectiveness in helping users secure dream roles and advance their professional journeys.

View Company Profile

Get more remote jobs like this

Subscribe to the weekly newsletter for similar remote roles and curated hiring updates.

Weekly remote jobs and featured talent.

No spam. Only curated remote roles and product updates. You can unsubscribe anytime.