About the role
Coach students and professionals in wealth management careers, integrating AI and career development.
- •Leland is seeking an experienced wealth management careers coach to guide students and professionals in their career journeys.
- •This role involves teaching core financial planning and investment skills, integrating AI fundamentals, and providing career development support.
- •Key Responsibilities Teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning.
- •Guide students in applying AI fundamentals and automation to modern wealth management.
- •Support career development through resume review, interview preparation, and salary negotiation.
- •Assist with promotion, networking, and freelancing strategies.
- •Requirements Professional experience in wealth management.
- •Prior coaching or mentoring experience.
- •Clear, structured approach to financial and career topics.
- •Ability to host sessions virtually and set own hours.
Tech stack
ExcelPowerPoint