Job Description

Share your firsthand perspective on how personal financial advising roles vary across the profession. This one-time written survey asks experienced practitioners to identify the key dimensions that differentiate these jobs and the main categories or values within each dimension. Role Overview

You will complete one written survey using your own professional judgment. Concise notes are welcome, and you may clarify unfamiliar terms as needed. No research or advance preparation is required.

• Identify the primary dimensions that distinguish roles in personal financial advising.
• Describe the main categories or values within each dimension.
• Provide general responses in English based on your direct experience.
• Do not include 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 the U.S. professional context.
• 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 responsibility for personal advising is outside this survey''s scope. Certifications may support your experience but do not replace relevant work history.

• Remote, one-time participation.
• Expected survey time is approximately 15 minutes. This is an estimate, not a time limit, and there is no timer.

$25 upon completion of the survey after selection. If you were previously offered $50, your original payment terms will remain in effect.

Begin by submitting the short eligibility application. Applications are reviewed, and selected participants receive the full survey. Responses are not scored based on agreement with a preferred viewpoint.

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