45-Minute Interview on Personal Financial Decisions

We’re conducting a paid research study about how people manage their personal finances, investment accounts, and financial service relationships.

Participants will complete a remote, AI-led video interview that takes about 30–45 minutes. You’ll be asked about your financial decision-making process, how you use your primary brokerage or investment account, and how you think about financial providers.

This is a one-time remote interview completed from your desktop or laptop. You’ll need to join from a quiet, well-lit location with your camera on and your face visible throughout the session.

Before participating, you’ll complete a short screener to confirm eligibility and review the project’s consent and confidentiality terms.

This study is for US-based adults who are involved in making household financial and investment decisions, have meaningful investable assets, and actively use a personal brokerage or investment account.

What You’ll Do

• Complete a 30–45 minute AI-led video interview
• Discuss how you manage personal finances and investments
• Share feedback on your experience with financial service providers
• Review and agree to the project consent/confidentiality terms before participating

Requirements

• Based in the United States
• Actively involved in household financial or investment decisions
• Currently use a personal brokerage or investment account
• Comfortable completing a recorded video interview from a desktop or laptop
• Able to join from a quiet, well-lit location

Tags

Personal Finance

Investing

Brokerage Accounts

Financial Services

Market Research

• Complete a 45-minute independent evaluation task from your desktop computer
• Review detailed investment scenarios and asset allocation strategies
• Answer structured questions regarding market trends and portfolio management
• Provide clear rationale for your financial decision-making processes

• Experience managing high-net-worth investment portfolios or personal wealth
• Comfortable analyzing financial scenarios and asset allocation strategies
• Access to a desktop or laptop computer for the duration of the task
• Ability to communicate complex investment concepts clearly in writing

• You will be engaged as an independent contractor.
• This is a fully remote opportunity that can be completed on your own schedule.
• Opportunities can be extended, shortened, or concluded early depending on needs and performance.
• Your participation will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are processed weekly based on services rendered.
• We are unable to support H1-B or STEM OPT candidates at this time.