Financial Health Coach & Community Growth Partner

JP Morgan Chase; New York (NY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

JP Morgan Chase is seeking a Financial Health Coach within Community & Business Development to deliver in-person and virtual workshops that empower individuals, families, small businesses, and homebuyers to build actionable financial plans.

You will tailor content for diverse audiences, maintain certification, and collaborate with cross-functional teams to expand access to financial education while reporting outcomes for program improvement.

Qualifications

• Certified Financial Health Coach or able to obtain certification within 6 months of hire
• Bachelor’s degree in Business, Finance, Education, Social Work, or a related field
• 3 years of experience in financial education, coaching, training, or a related role
• Experience delivering workshops or presentations to large audiences (1,000+ participants)
• Proficiency with virtual learning and digital communication platforms
• Willingness to travel nationally and work flexible hours to support workshop schedules

Responsibilities

• Deliver financial health workshops to large audiences (5,000+ participants) in organizations and communities, in-person and virtually
• Facilitate sessions for individuals, families, small businesses, and mortgage clients using the Chase Money Skills curriculum
• Provide accessible workshops by delivering in multiple languages and tailoring communication to audience needs
• Maintain Financial Health Coach certification and complete ongoing training and professional development
• Adapt workshop content and facilitation style for diverse communities and learning preferences
• Travel nationally or connect virtually to support scheduled programming as needed
• Partner with Business Development Managers to support relationship-building and acquisition efforts with middle market and commercial bank teams
• Collect participant and stakeholder feedback and report outcomes to support continuous improvement
• Organize and manage multiple workshops and initiatives simultaneously while meeting timelines and quality expectations
• Promote a strong controls environment by following risk and control expectations, procedures, and processes

Skills

Facilitation skills

Presentation skills

Multilingual

Education

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

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

Job description

JP Morgan Chase is seeking a Financial Health Coach within Community & Business Development to deliver in-person and virtual workshops that empower individuals, families, small businesses, and homebuyers to build actionable financial plans.

You will tailor content for diverse audiences, maintain certification, and collaborate with cross-functional teams to expand access to financial education while reporting outcomes for program improvement.