Remote Personal Finance Coach — Help Clients Master Money

Embedded Shishya; United States; Remote; USD 50,000 - 80,000; Full time

Job summary

Leland is seeking an experienced personal finance coach to help clients organize their finances and plan for the future. You will guide clients through budgeting, savings, debt strategies, and retirement planning, with a tailored approach and flexible, client-friendly hours.

Sessions are hosted virtually as you set your own schedule, collaborating with our team to deliver high-quality, supportive coaching across the United States.

Qualifications

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

Responsibilities

• Help clients build budgets, saving and emergency fund habits.
• Guide clients through debt and student loan strategy, investing basics and retirement planning.
• Host virtual coaching sessions and tailor plans to individual goals with flexible scheduling.

Skills

Financial coaching

Budget planning

Job description

Leland is seeking an experienced personal finance coach to help clients organize their finances and plan for the future. You will guide clients through budgeting, savings, debt strategies, and retirement planning, with a tailored approach and flexible, client-friendly hours.

Sessions are hosted virtually as you set your own schedule, collaborating with our team to deliver high-quality, supportive coaching across the United States.