Retail Investors: Interview on Personal Finance Management
About The Position
We are conducting a paid study to understand how everyday individuals manage their personal finances and investment portfolios. The goal is to identify gaps in current financial services by understanding the tools and strategies used for retail investing. Feedback from participants will directly contribute to the development of better, more intuitive wealth management platforms. This is a remote, AI-moderated interview where participants will answer structured questions about their approach to personal finance, discuss their primary investment accounts, and explain how they evaluate financial service providers. The session will be conversational, focusing on real-world financial decision-making through voice prompts about daily or weekly financial habits.
Requirements
- Actively manage personal finances or investment accounts
- Retail investor or self-directed portfolio manager
- Regularly interact with active brokerage accounts
- Comfortable discussing financial goals and specific services used
- Comfortable speaking clearly in an AI-moderated voice interview
- Willing to discuss personal finance strategies and service provider relationships
Responsibilities
- Detail your approach to managing personal finances and investment accounts
- Explain how you choose and interact with different financial service providers
- Discuss the digital tools or platforms you use for wealth management
- Provide feedback on your overall experience with your current financial institutions
Benefits
- $250 one-time compensation
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What This Job Offers
Career Level
Mid Level
Education Level
No Education Listed
