Personal Financial Advisor

Share your firsthand perspective on how personal financial advising roles differ across the profession. This one-time written survey examines the factors that distinguish these jobs and relies on the independent judgment of experienced practitioners.

• Identify the primary dimensions that differentiate personal financial advising jobs.
• Describe the main categories or values within each dimension.
• Provide concise notes and explain unfamiliar terms when helpful.
• Submit general responses based on your own professional experience, without including client, employer, or individual names or confidential financial information.

• At least one year of hands-on experience in personal financial advising.
• Current or recent experience advising individuals or households in a U.S. professional setting.
• Direct responsibility for developing or communicating personalized financial recommendations.
• Ability to describe the occupation from direct professional experience.

Experience limited to investment banking, corporate finance, institutional investing, or general banking without a personal-advising responsibility is outside the scope of this survey. Certifications may support your experience but do not replace relevant work history.

• Remote, one-time engagement.
• The written survey is expected to take approximately 15 minutes. This is an estimate, not a time limit, and no timer is used.
• No research or advance preparation is required.
• Respond in English. Responses are not evaluated based on agreement with any preferred viewpoint.

$50 for completing the survey after selection and manual review of a complete, good-faith response.

Begin by submitting the short eligibility application. Applications are reviewed, and selected participants receive access to the full survey.