Financial Plan Construction and Client Management- Online Facilitation
LINC EducationUnited States only
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Category: Education
Location:
BAO7006- Financial Plan Construction and Client Management
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 of the complete financial planning process, including client data analysis, statement of advice construction, and compliance with legal and ethical standards. Proficiency in financial planning software, decision-making, and clear communication for building and managing client relationships is essential.