CFP Coach
New
L
LelandEducation Technology
Remote - USAContract
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Mentoring
Requirements
- Must hold CFP certification or have successfully passed the CFP exam.
- Prior tutoring, teaching, or mentoring experience.
- Structured approach to breaking down complex problems.
- Ability to connect technical concepts to practical application.
- Comfort working in a virtual, client-facing environment.
- Capability to set and manage independent professional hours and rates.
Responsibilities
- Master exam content across General Principles of Financial Planning, Insurance Planning, Investment Planning, Retirement Savings and Income Planning, Tax Planning, and Estate Planning.
- Develop tailored study plans and test prep strategies to improve accuracy, pacing, and confidence.
- Connect technical financial knowledge to practical, real-world career scenarios.
- Host virtual sessions for clients.
- Partner with the Leland team to deliver a high-quality, supportive client experience.
View Full Description & ApplyYou'll be redirected to the employer's site
