Personal Financial Advisors — Occupation Research Survey
Listed pay: $25 per session
What the posting lists, in US dollars for the session.
100 openings on this one role.
If you're hired through a link here and start paid work, Mercor pays this site a referral fee. Your pay is unaffected.
What happens after you click- Location
- Remote, no country stated
- Terms
- Contract, part-time
- Posted
- · 5 days ago
What the work is
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: $25 for completing the survey after selection. Applicants already in our applicant pool before recruitment reopened on September 14, 2026 will receive $50 if selected and they complete the survey. Existing offers retain their original payment terms.
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.
From the Mercor posting.
Applying on Mercor
What happens after you click
- The link opens this role on Mercor. Sign up and apply from there.
- Upload a resume, complete the assessments the role asks for and verify your work authorisation.
- An AI interview of about 20 minutes. Mercor says it usually takes 2 to 4 weeks to hear back.
- If Mercor hires you, you are paid weekly, on the Wednesday after each work week, via Stripe. Mercor says first payouts are held for 7 days.
- The work is paid by the hour, at the $25 this posting lists.
- Remote. The posting names no country, so we have not assumed one applies.
If you're hired through a link here and start paid work, Mercor pays this site a referral fee. Your pay is unaffected.
Red Pen Jobs is independent. We are not affiliated with, endorsed by, or acting for Mercor in any way, and we do not recruit on its behalf.