Behavioural Finance and Wealth Management Applications- Online Facilitation
Required skills
- Behavioural finance theory
- Client behavioural biases
- Financial decision-making
- Client psychology and motivation
- Financial literacy
- Client engagement and communication
- Behavioural investment strategies
- Financial planning and advice
- Efficient Market Theory
- Client relationship management
Nice to have
- high-speed internet
- LMS
- LINCtrac
Role summary
LINC Education is seeking an experienced online educator for independent contractor roles to facilitate online learning for students in Victoria University Online's Masters of Financial Planning program. The ideal candidate will have strong knowledge of behavioural finance and its application in financial planning, including understanding client motivations, biases, and decision-making. Responsibilities include providing subject matter guidance, supporting learning skills, conducting 1:1 sessions, marking assessments, managing discussion forums, and offering proactive student support via email, calls, and online sessions. A Master's degree in Financial Planning and 5 years of relevant teaching or financial planning experience is required, along with a Registered Financial Planning Advisor Certification.
BAO7007-Behavioural Finance and Wealth Management Applications
As an experienced online educator, the candidate will work as an independent contractor of LINC Education to offer online facilitation services for students studying in theMasters of Financial Planning offered by Victoria University Online. Candidate must possess strong knowledge ofbehavioural finance and its application within professional financial planning, with an understanding of how client motivations, behavioural biases, financial literacy, and decision-making influence financial outcomes. They should be able to support students in applying behavioural finance theories to client interactions, developing effective communication and engagement strategies, and incorporating behavioural insights into investment planning and financial advice.
KeySkillsRequired
Behavioural finance theory
Client behavioural biases
Financial decision-making
Client psychology and motivation
Financial literacy
Client engagement and communication
Behavioural investment strategies
Financial planning and advice
Efficient Market Theory
Client relationship management
Desired Candidate Profile
Master's Degree or higher in Financial Planning plus 5 years' relevant teaching experience in a ASIC-approved course in financial planning and/or 5 years’ experience working as a Financial Planning Professional.
Registered Financial Planning Advisor Certification is mandatory.
Empathetic, ambitious, warm and outgoing personality willing to work closely with people from diverse cultures;
Proficient in English language; excellent oral and written communication
Must possess a working laptop and have access to high-speed (>10 MBPS) stable internet connection;
Ability to quickly learn and use technology platforms for interacting with students, including the host university’s LMS and LINCtrac (training on these platforms will be provided).
The candidate needs to be available between 5 pm to 10 pm every day.
Roles & Responsibilities
LINC Fellows will be responsible for providing:
Subject matter guidance to a group of 25-30 undergraduate online students;
Support in learning skills like academic writing, research and time management;
Conduct 1:1 sessions for doubt-resolution, academic guidance and assessment draft reviews
Guidance on relevant reference material;
Assessment marking with long-form feedback
Management of discussion forums; and
Proactive, prompt and personalised support to student queries and issues.
LINC Fellows will be expected to promptly interact with students over email, or calls / online sessions from locations of their convenience (e.g. home, office etc.).
DetailsOriginally posted on Himalayas
