Personal Financial Advisors — Occupation Research Survey

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.