Personal Financial Advisor Survey at Mercor

Personal Financial Advisor | Occupation Research Survey | $50/hr | Remote (US)

Mercor is conducting professional research to better understand how personal financial advising roles differ across the field. We're inviting experienced advisors to share their firsthand perspective through a short, one-time written survey — no preparation required.

What You'll Do

Selected participants will complete a single written survey (estimated 15–25 minutes) in which you will:

• Identify the key dimensions that distinguish different jobs within personal financial advising
• Describe the main categories or values within each dimension
• Share concise professional insights based on your own direct experience

There is no timer, and your answers are not scored against a preferred view — we value your independent professional judgment.

Who Should Apply

• Professionals with at least 5 years of hands-on personal financial advising experience
• Current or recent experience advising individuals or households in a U.S. professional context
• Direct responsibility for developing or communicating personalized financial recommendations
• Ability to speak to the occupation from lived, practical experience

Note: Experience exclusively in investment banking, corporate finance, institutional investing, or general banking without a personal-advising remit is outside the scope of this study.

How It Works

1. Submit a short eligibility application
2. The research team reviews applications and contacts selected participants
3. Invited participants receive and complete the full survey

Please keep all responses general — do not include client names, employer details, or confidential financial information. Respond in English using your own professional experience.