Wealth Management Careers Coach
L
LelandWealth Management
Remote - USAContract
Salary not disclosed
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Job Details
- Required Skills
- QA Automation
Requirements
- Professional experience in wealth management.
- Prior coaching or mentoring experience.
- Clear and structured approach to breaking down financial and career topics.
- Ability to host sessions virtually.
Responsibilities
- Teach core skills in financial planning, investment strategy, retirement planning, estate planning, and tax planning.
- Guide students in applying AI fundamentals and AI automation to modern wealth management work.
- Perform career coaching tasks including resume review, cover letters, and LinkedIn profile review.
- Support students with interview preparation and salary negotiation.
- Advise on promotion strategy, networking strategy, and freelancing for independent work.
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