CFP Coach

lelandยท Coaches
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๐ŸŒ Remote๐Ÿ“ Remote - USAContract

About this role

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 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.

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.

Frequently Asked Questions

Is the salary disclosed for the CFP Coach position at leland?
The salary for this CFP Coach role at leland is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the CFP Coach job at leland remote?
Yes, this CFP Coach position at leland is remote, with team members based in Remote - USA. You can work from home or anywhere in the supported regions.
Is the CFP Coach role at leland full-time or part-time?
This is listed as a Contract position. It is posted as a CFP Coach role in the Coaches department at leland.
Which team or department does the CFP Coach at leland belong to?
This CFP Coach position is part of the Coaches department at leland. See the full job description for more information about the team structure and responsibilities.
How do I apply for the CFP Coach position at leland?
Click the "Apply Now" button on this page. You will be redirected to leland's official application portal hosted on ashby where you can submit your application directly.
When was the CFP Coach job at leland posted?
This CFP Coach position at leland was posted on Jul 14, 2026. Apply as soon as possible โ€” early applications are often reviewed first.

You'll be redirected to leland's official application page on Ashby ATS.