CFP教练
CFP Coach
Leland正在为人工智能时代有抱负的人打造一个家园。我们帮助人们找到他们需要的专家、项目和社区，以获得工作、进入学校或提升技能，适应被AI重塑的世界。我们通过培训、招聘和基础设施帮助企业在AI时代中成长。自2021年成立以来，我们已帮助数万人实现最雄心勃勃的目标，并从世界级投资者那里筹集了1900万美元。对我们而言，抱负是神圣的，我们打造的产品也认真对待这一点。
我们正在寻找一位经验丰富的CFP教练，与准备CFP考试的客户合作，同时为他们在财务规划领域的长期职业发展做准备。该职位包括帮助客户掌握财务规划的基本原则、保险规划、投资规划、退休储蓄与收入规划、税务规划和遗产规划等考试内容，并制定个性化的学习计划和备考策略，以提高准确性、节奏感和信心，迎接考试当天。除了考试之外，教练还会帮助客户将这些概念应用于实际的职业发展，将技术知识与现实中的客户场景联系起来。理想的候选人应持有CFP认证或通过相关考试，具备以往辅导、教学或指导经验，并能清晰、系统地分解复杂问题，同时将其与实际应用联系起来。教练可以自主设定工作时间和费率，通过虚拟方式开展课程，并与我们的团队合作，为每位客户提供高质量、支持性的体验。
为什么选择Leland？
- 有机会加入一个世界级的团队，帮助人们实现职业和教育梦想
- 在一个协作、充满活力的环境中工作，你的贡献会产生直接影响
- 在快节奏、AI原生的环境中工作
- 我们不雇佣只想为优秀公司工作的员工；我们雇佣希望打造优秀公司的员工
Leland是平等机会雇主。我们鼓励所有背景和人口统计群体的候选人申请。
最初发布于喜马拉雅山
查看英文原文
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.
Originally posted on Himalayas