TRECQ

Personal Finance Coach

Customer SuccessSeniorremoteRemote - USA
ContractPosted Jul 17, 2026

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 personal finance coach to work with clients looking to get their finances in order and plan for the future. This role includes helping clients build a budget, establish saving and emergency fund habits, and develop a broader financial planning approach tailored to their goals. Coaches also guide clients through debt and student loan strategy, investing fundamentals, and retirement and employer benefits, as well as navigating major purchases and life events and optimizing income through career changes. Ideal candidates have professional experience in personal finance or financial planning, prior coaching experience, and a clear, structured approach to helping clients build confidence around their money. 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.

About Leland

Interested?

Find the right person, then reach out. Trying more than one channel only helps your odds.

1
Find who to reach
Pick the person worth a direct note. Reveal a real email (one credit) or find a likely one.
New accounts start with 3 free reveals.
2
Reach out
Pick someone above, then draft an email or a LinkedIn note to them.
3
Or apply on their site
The front-door route, plus TRECQ drafts your application answers to paste.
Apply on Leland ↗
TRECQ writes your "why this company / why you" to paste into the form.