This job post has expired on April 24, 2026. It is likely that the position has already been filled.
B2B Financial Advisor Survey at Mercor
posted 6 months agoB2B 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.
How to apply for this role
- Upload your resume — keep it up-to-date and in English. Mercor will auto-fill your profile from it.
- Complete the AI interview — a 15-minute conversation about your experience. Be ready to discuss specific projects and challenges you've solved.
- Submit your application — only about 20% of applicants finish all the steps, so completing yours puts you well ahead.