Financial Health Coach & Community Education Leader

JP Morgan Chase; Columbus (OH); Hybrid; USD 55,000 - 85,000; Full time

Job summary

JPMorgan Chase seeks a Financial Health Coach to help communities build actionable financial health plans through in-person and virtual workshops. You translate complex topics for individuals, families, small businesses, and homebuyers while collaborating with cross‑functional teams.

The role emphasizes multilingual delivery, ongoing certification, and tailoring content for diverse audiences, with national travel to support programs and measurable outcomes.

Qualifications

• Certified Financial Health Coach or candidate can obtain certification within 6 months of hire.
• Bachelor’s degree in Business, Finance, Education, Social Work, or related field.
• 3 years of experience in financial education, coaching, training, or a related role.
• Experience delivering workshops to large audiences (1,000+ participants).
• Strong facilitation and presentation skills; ability to simplify complex topics.
• Proficiency with virtual learning and digital platforms used to deliver remote sessions.
• Willingness to travel nationally and work flexible hours.

Responsibilities

• Deliver financial health workshops to large audiences in-person and virtually.
• Facilitate sessions for individuals, families, small businesses, and mortgage clients.
• Provide accessible workshops in multiple languages.
• Maintain Financial Health Coach certification and complete ongoing training.
• Adapt content and facilitation to diverse communities.
• Travel nationally or connect virtually to support programming.
• Partner with Business Development Managers to support relationships with clients.
• Collect feedback and report outcomes for program improvement.
• Organize and manage multiple workshops while meeting timelines.
• Promote a strong controls environment by following risk procedures.

Skills

Financial health coaching

Public speaking

Facilitation

Communication

Travel readiness

Risk and control awareness

Education

Bachelor's degree in Business, Finance, Education, Social Work, or related field

Master’s degree in Business, Finance, Education, Social Work, or related field

Job description

JPMorgan Chase seeks a Financial Health Coach to help communities build actionable financial health plans through in-person and virtual workshops. You translate complex topics for individuals, families, small businesses, and homebuyers while collaborating with cross‑functional teams.

The role emphasizes multilingual delivery, ongoing certification, and tailoring content for diverse audiences, with national travel to support programs and measurable outcomes.