Financial Health Coach & Community Workshops Lead

JPMorganChase; New York (NY); Hybrid; USD 50,000 - 85,000; Full time

Job summary

JPMorgan Chase seeks a Financial Health Coach to bring practical financial education to organizations and communities through in-person and virtual workshops. You will tailor content for diverse audiences, maintain certification, and collaborate with cross-functional teams to expand access and improve programs.

You will travel nationally or join virtual sessions, ensuring accessible delivery and measurable impact across mortgage, small business, and family topics.

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).
• Strong facilitation and presentation skills, with the ability to simplify complex financial topics.
• Demonstrated knowledge of core financial health concepts and practical education approaches.
• Ability to tailor content for individuals, families, small businesses, and mortgage-related topics.
• Proficiency with virtual learning and digital communication platforms used to deliver remote sessions.
• Strong written and verbal communication skills and the ability to build rapport with diverse audiences.
• Willingness to travel nationally and work flexible hours to support workshop schedules.
• Ability to follow risk and control expectations, procedures, and processes.

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

Certified Financial Health Coach

Public speaking

Multilingual communication

Audience engagement

Willingness to travel

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

Tools

Virtual learning platforms

Digital communication platforms

Job description

JPMorgan Chase seeks a Financial Health Coach to bring practical financial education to organizations and communities through in-person and virtual workshops. You will tailor content for diverse audiences, maintain certification, and collaborate with cross-functional teams to expand access and improve programs.

You will travel nationally or join virtual sessions, ensuring accessible delivery and measurable impact across mortgage, small business, and family topics.