Role brief
Job description
Current Mercor opportunity: Personal Financial Advisors — Occupation Research Survey appeared in the live Mercor Explore catalog and was rechecked from the current role page on 2026-09-18.
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.
Current source check: Active on Mercor as of 2026-09-18. Confirm pay, hours, location eligibility, and screening steps in Mercor’s application flow.
Apply through the Mercor link in this listing. WorkAppily is not the hiring employer and does not control role availability or hiring decisions.