Behavioural Finance for Financial Advisors- Online Facilitation

This is a remote position.

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 the Masters of Financial Planning offered by Victoria University Online. Candidate must possess strong knowledge of behavioural 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.

Key Skills Required

• 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: 

1. Subject matter guidance to a group of 25-30 undergraduate online students;  
   

2. Support in learning skills like academic writing, research and time management; 
   

3. Conduct 1:1 sessions for doubt-resolution, academic guidance and assessment draft reviews
   

4. Guidance on relevant reference material; 
   

5. Assessment marking with long-form feedback 
   

6. Management of discussion forums; and
   

7. 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.).