B2B Financial Advisor Survey at Mercor

B2B Financial Advisor | $100 Fixed | Remote (UK-Based)

Mercor is looking for qualified, UK-based B2B Financial Advisors to participate in a short, one-time paid insight study. This is a fully remote, 45-minute engagement completed through a secure online platform — ideal for finance professionals looking to share their expertise for a quick, well-compensated opportunity.

What You'll Do

• Complete a 45-minute survey including audio responses and multiple-choice questions
• Share professional insights based on your experience in financial advisory or wealth management
• Submit all materials by the deadline: Sunday, March 29th, EoD PST

Compensation

Receive a fixed $100 payment upon verified completion. One submission per person, verified through a secure platform.

Who Should Apply

You are a strong fit if you currently work in finance or financial services in one of the following roles:

• Financial Advisor or Financial Planner
• Investment Adviser or Investment Specialist/Strategist
• Private Banker or Wealth Manager

And work at one of the following firm types:

• Private or Retail Bank
• Insurance Company or Asset Manager
• Discretionary Fund Manager or Multi-Manager/Fund-of-Funds
• Single or Multi-Family Office
• Fund Platform or Independent Financial Adviser (IFA)

Key Requirements

• Employed full-time, part-time, or self-employed/business owner
• Able to research, select, or recommend funds from multiple asset management providers
• Experience with a predefined investment platform/approved fund list or open architecture across multiple providers
• Directly interfaces with clients to support investment decisions
• Involved in fund research, due diligence, portfolio construction, or model development
• Holds full discretion, shared decision-making, or an advisory role in investment selection

This is a one-time, fully remote engagement. All responses are submitted through a secure platform ensuring confidentiality and a single verified submission per participant.