Financial Health Coach - Community & Business Development

Responsibilities

Deliver financial health workshops to large audiences in-person and virtually to help individuals, families, and small businesses. Partner with business development teams to strengthen community relationships and improve program outcomes through feedback.

Requirements

Requires a bachelor's degree and at least 3 years of experience in financial education, coaching, or training. Candidates must possess strong facilitation skills and be able to obtain a Financial Health Coach certification within 6 months.

Skills

• Financial education
• Public speaking
• Workshop facilitation
• Financial coaching
• Project management
• Relationship building
• Communication
• Cultural competence
• Virtual learning
• Digital communication
• Business development
• Financial health planning
• Presentation skills
• Stakeholder management
• Risk management

Benefits

• Health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About this role

Help people take practical steps toward stronger financial futures—at scale. In
this role, you will bring financial health education to organizations and
communities through engaging workshops that reach thousands. You will translate
complex topics into clear, actionable guidance for individuals, families, small
businesses, and homebuyers. You will also help us strengthen community
relationships by partnering with business development teams and sharing insights
that improve how we serve.

As a Financial Health Coach in Community & Business Development, you support our
customers’ success by helping communities build actionable financial health
plans. You deliver impactful workshops in-person and virtually, meeting people
where they are and tailoring content for diverse audiences. You partner closely
with colleagues across the business to expand access to financial education and
improve our programs through feedback and outcomes reporting.

Job 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

Required qualifications, capabilities, and skills

* 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 (for
example, 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

Preferred qualifications, capabilities and skills

* Master’s degree in Business, Finance, Education, Social Work, or a related
field
* Multilingual fluency (for example, Spanish, Chinese, Tagalog, or Arabic)
* Experience delivering workshops to very large audiences (5,000+ participants)
* Experience partnering with business development teams to support
relationship-building efforts
* Demonstrated cultural competence and experience tailoring content for varied
community audiences
* Strong project management skills supporting multiple initiatives at once
* Experience collecting feedback and translating it into measurable program
improvements

Chase is a leading financial services firm, helping nearly half of America’s
households and small businesses achieve their financial goals through a broad
range of financial products. Our mission is to create engaged, lifelong
relationships and put our customers at the heart of everything we do. We also
help small businesses, nonprofits and cities grow, delivering solutions to solve
all their financial needs. 

We offer a competitive total rewards package including base salary determined
based on the role, experience, skill set and location. Those in eligible roles
may receive commission-based pay and/or discretionary incentive compensation,
paid in the form of cash and/or forfeitable equity, awarded in recognition of
individual achievements and contributions.  We also offer a range of benefits
and programs to meet employee needs, based on eligibility. These benefits
include comprehensive health care coverage, on-site health and wellness centers,
a retirement savings plan, backup childcare, tuition reimbursement, mental
health support, financial coaching and more. Additional details about total
compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring
to our global workforce are directly linked to our success. We are an equal
opportunity employer and place a high value on diversity and inclusion at our
company. We do not discriminate on the basis of any protected attribute,
including race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status, pregnancy or
disability, or any other basis protected under applicable law. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
requesting an accommodation.

Equal Opportunity Emplo...

About JPMorgan Chase & Co.

Financial Services · 10,001+ employees · headquartered in New York, NY