We are looking for Personal Financial Advisors — Occupation Research Survey candidates for a project delivered through Mercor.
What you'll do
- Identify the main dimensions that distinguish jobs within personal financial advising and the main categories or values within each dimension.
- Describe the occupation from direct professional experience.
What you need
- Have direct responsibility for developing or communicating personalized financial recommendations.
- A certification may help demonstrate experience but does not replace relevant work history.
Nice to have
- Experience solely in investment banking, corporate finance, institutional investing, or general banking without a personal-advising remit is outside scope.
Who you work with
Project and contracting process: Mercor. Applications continue on the provider's website.