Financial Education Consultant
JPMorgan Chase - New York, NY

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Job Description

The Financial Education Consultant is charged with providing educational consulting services to the employees of assigned defined contribution retirement plan clients about the importance of saving and investing for retirement. Included in this responsibility is the ability to be flexible, manage one’s own schedule, expense reporting and travel throughout the United States 60% (or more) of the year.

Support the implementation of education deliverables within client communication plans for all clients

Demonstrate subject matter expertise related to retirement plans, investment knowledge, financial planning, and impacts of current economic conditions through the delivery of financial education presentations to retirement plan participants

Submit travel expenses in a timely manner

Track and report monthly individual metrics to management to demonstrate business impact and results

Actively participate on project teams and provide education consultation and support for department-wide initiatives.

Client responsibilities as appropriate


Document and assimilate client information with teammates on network databases.


Participate with new business development. Responsibilities may include presenting communication and education capabilities to prospective clients, consulting on prospective clients, consulting on prospective situations, writing case studies and responding to proposal inquiries.

Develop, deliver and evaluate new participant educational content in support of Audience of One® initiatives as well as individual clients and prospects.


Thorough understanding of investment and industry rules and regulations, particularly as they relate to communications with the public

Bachelor's degree in business, finance, communications, marketing, journalism or related field required

FINRA Series 7 and 63 required.

Series 65 or 66 is preferred

Solid writing and presentation/public speaking skills required

Strong organizational skills required

Knowledge of financial industry, mutual funds industry and retirement plans strongly preferred

Strong consultative, relationship management and partnership skills. Ability to work collaboratively within a team and develop solid working partnerships with peers and colleagues required

Experience managing towards specific metrics/goals for success strongly preferred

Ability to be flexible and work in a continuously changing environment


Spanish speaking capabilities are preferred


Extended travel (60% or more) may be required


Standing for long periods of time


Some lifting required


Ability to work evenings and weekends may be required

Effectively copes with change; learns quickly when facing problems; remains open-minded; adjusts to and works effectively with a variety of situations, individuals, groups and clients; alters approach to the situation as it changes; easily accepts changes in the organization or job requirements.

Team Oriented:
Works effectively and cooperatively with other people; creates a commitment to common goals; values the contributions of all the team members; contributes to a positive environment where all team members participate and support each other; supports team decisions and listens carefully to understand various and diverse points of view; recognizes and celebrates team successes; minimizes organizational obstacles to help teams work more effectively.

Client Focus:
Takes action with the clients, both internal and external, and their needs as a primary focus; builds a sustaining collaborative and productive relationship with clients; seeks to understand client situations, issues, expectations, etc.; takes appropriate action to meet client needs and address concerns; implements or utilizes methods to monitor and evaluate client feedback.

Planning & Organizing:
Develops plans and goals that align with and support business strategies; translates objectives into action plans; identifies tasks critical to business success and allocates resources accordingly; effectively manages time to achieve success; handles multiple demands and competing priorities successfully; delegates appropriately.

Communicating with Impact:
Expresses thoughts, ideas and information in a clear and compelling manner; organizes thoughts logically and highlights the critical points; adjusts messaging appropriately to suit the audience; ensures understanding through active listening and seeking input from the audience; addresses and interprets questions and points from others with appropriate responses

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package.

JPMorgan Chase & Co. is an Equal Opportunity and Affirmative Action Employer, M/F/D/V


Asset Management

Primary Location

US-NY-New York-270 Park Avenue / 02317


Asset & Wealth Management



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

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