Financial Health Coach | Community & Growth Workshops

JP Morgan Chase Bank; Wilmington (DE); Hybrid; USD 55,000 - 90,000; Full time

Job summary

JP Morgan Chase is seeking a Financial Health Coach to deliver scalable financial education across organizations and communities. You will translate complex topics into clear, actionable guidance for individuals, families, small businesses, and homebuyers, delivering workshops in person and virtually.

You will partner with business development teams, collect feedback, report outcomes, and ensure accessibility across languages.

Qualifications

• 3 years of experience in financial education, coaching, training, or a related role.
• Experience delivering workshops or presentations to large audiences (1,000+ participants).
• Ability to tailor content for individuals, families, small businesses, and mortgage-related topics.

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

Financial education

Public speaking

Multilingual (preferred)

Education

Bachelor's degree in Business/Finance/Education/Social Work

Master's degree (preferred)

Tools

Virtual learning platforms

CRM/feedback tools

Job description

JP Morgan Chase is seeking a Financial Health Coach to deliver scalable financial education across organizations and communities. You will translate complex topics into clear, actionable guidance for individuals, families, small businesses, and homebuyers, delivering workshops in person and virtually.

You will partner with business development teams, collect feedback, report outcomes, and ensure accessibility across languages.