Personal Financial Advisors, Occupation Research Survey
About this role
Help us understand how personal-financial-advising jobs differ across the
profession. We are studying the dimensions that distinguish different jobs,
drawing on the independent judgment of experienced practitioners.
Selected participants will complete one written survey. You will identify the
main dimensions that distinguish jobs within personal financial advising and
the main categories or values within each dimension. You can write concise notes
and clarify unfamiliar terms where needed. We are interested in your own
professional perspective; no research or preparation is required.
Expected survey time: approximately 15 minutes. This is an estimate, not a time limit; there is no timer.
Compensation: $50 for completing the survey after selection and manual review of a complete, good-faith response.
Who this is for
- Professionals with at least one year of hands-on personal-financial-advising
experience.
- Current or recent experience advising individuals or households in the U.S.
professional context.
- Direct responsibility for developing or communicating personalized financial
recommendations.
- Ability to describe the occupation from direct professional experience.
This round concerns advice to individuals or households. Experience solely in
investment banking, corporate finance, institutional investing, or general
banking without a personal-advising remit is outside scope. A certification may
help demonstrate experience but does not replace relevant work history.
Participation
Submit the short eligibility application first. The research team reviews
applications and invites selected participants to the survey. The full survey
is provided after selection.
Please keep your survey response general and do not include names of clients,
employers, or individuals, or confidential financial details. Respond in English
using your own experience. Your answers are not scored for agreement with a
preferred view.
Details
- Pay: $50 one-time
- Company: Mercor
- Location: Remote
- Eligible locations: Worldwide (no restriction)
- Platform: Mercor
Frequently asked questions
How much does the Personal Financial Advisors, Occupation Research Survey role pay?
Mercor lists this Personal Financial Advisors, Occupation Research Survey position at $50 one-time. Pay is set by Mercor and your exact offer depends on your experience and the scope of the work.
Is the Personal Financial Advisors, Occupation Research Survey role remote, and can I work from home?
Yes. Mercor lists this Personal Financial Advisors, Occupation Research Survey position as fully remote, so you can work from home or anywhere with a reliable computer and internet connection.
Is Personal Financial Advisors, Occupation Research Survey full time or part time?
Mercor lists this as a contractor remote role. Full details are in the role description above.
Which countries can apply for Personal Financial Advisors, Occupation Research Survey?
Mercor lists this role with no country restriction. Check the Mercor listing for current requirements before applying.
Do I need experience to apply for Personal Financial Advisors, Occupation Research Survey?
The requirements are listed in the role description above. Mercor screens applicants through its own process, and relevant skills or credentials strengthen your application.
How do I apply for the Personal Financial Advisors, Occupation Research Survey role, and is it legit?
Use the apply button on this page to go straight to the official Mercor listing. Mercor is a real hiring marketplace and applying is free. No legitimate employer charges you to apply.
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