Wealth Management Careers Coach | AI-Enabled Coaching

Polymer; United States; On-site; USD 41,328 - 137,760; Full time

Benefits offered by this job

Remote sessions

Flexible hours

Project-based coaching

Job summary

Leland in the United States is seeking an experienced wealth management careers coach to guide students and professionals toward careers in wealth management. You will teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning, while applying AI fundamentals to modern wealth management work.

You will also lead resume and LinkedIn reviews, interview prep, salary negotiation, promotion and networking strategies, and freelancing for

Qualifications

• Experience in wealth management and coaching is required.
• Ability to clearly explain financial planning, investments and tax topics.
• Structured, client-focused teaching approach.

Responsibilities

• Teach core wealth management skills to students and professionals.
• Guide AI fundamentals and automation applications in wealth management work.
• Provide resume, LinkedIn review, interview prep, and salary negotiation guidance.
• Support career progression through networking and freelancing advice.

Skills

Wealth management

Coaching

Resume review

Interview prep

Salary negotiation

Networking strategy

Job description

Leland in the United States is seeking an experienced wealth management careers coach to guide students and professionals toward careers in wealth management. You will teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning, while applying AI fundamentals to modern wealth management work.

You will also lead resume and LinkedIn reviews, interview prep, salary negotiation, promotion and networking strategies, and freelancing for