CFA Coach

Peterson Ventures; United States; On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Set own hours

Host sessions virtually

Supportive team

Job summary

Leland is seeking an experienced CFA Coach to guide clients through CFA exam content and into investment-management careers, with tailored study plans.

Coaches set their own hours and rates, host sessions virtually, and collaborate with our team to deliver a high-quality, supportive experience for every client.

Ideal candidates have passed CFA levels or hold the charter, plus tutoring or mentoring experience and a clear, structured approach to breaking down complex problems.

Qualifications

• Pass CFA level(s) or hold CFA charter.
• Prior tutoring, teaching, or mentoring experience.
• Clear, structured approach to breaking down complex concepts.

Responsibilities

• Coach clients through CFA exam content across Ethical and Professional Standards, Quantitative Methods, Economics, and Financial Reporting.
• Create tailored study plans and test-prep strategies.
• Help clients apply CFA concepts to real-world career growth in investment management.
• Set up and manage virtual coaching sessions with clients.

Skills

CFA charter

Tutoring / mentoring

Structured problem solving

Curriculum planning

Education

Bachelor's degree in Finance or related field

Tools

Zoom

Job description

Leland is building the home for ambition in the age of AI. We connect people with the experts, programs, and communities they need to land the job, get into the school, or upskill for a world being rewritten by AI. We help businesses become AI-native through training, hiring, and infrastructure. Since our founding in 2021, we've helped tens of thousands of people reach their most ambitious goals and raised $19M from world-class investors. Ambition is sacred to us, and we've built a product that takes that seriously.

We're seeking an experienced CFA Coach to work with clients preparing for the CFA exam while also building toward long-term careers in investment management and finance. This role includes helping clients master exam content across Ethical and Professional Standards, Quantitative Methods, Economics, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, and Portfolio Management, 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 the investment industry, offering guidance on how the CFA charter fits into their broader career path. Ideal candidates have passed the relevant CFA level(s) or hold the CFA charter, prior tutoring, teaching, or mentoring experience, and a clear, structured approach to breaking down complex problems while connecting them to practical, real-world 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.

Why Leland?

• The chance to join a world-class team helping people achieve their career and educational dreams

• Work in a collaborative, high-energy environment where your contributions have a direct impact

• Operate in a fast-paced, AI-native environment

• We don\'t hire people who merely want to work for a great company; we hire people who want to make a great company

Leland is an equal opportunity employer. We encourage candidates of all backgrounds and demographics to apply.