Automation index
How much of a Financial advisor’s job can AI already do?
A risk profile and a model portfolio come earlier. Sitting with the client and signing what actually fits do not.
This percentage does not predict how many people will lose their jobs.
Task comparison
IS WORK OVER?
Financial advisor
30%
AI can already do 30% of this job.
#46 / 623
View rankingFinancial advisor
Where the time goes
Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.
The time saving for each task is estimated separately.
| Task | Share | AI | Points |
|---|---|---|---|
Profile risk, goals and loss capacity.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Propose portfolios, funds and scenarios.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 52% | +8.3 |
Client meeting, objections and the yes or no.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 18% | +3.2 |
Periodic reports, rebalancing and basic tax.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
MiFID rules, suitability and trace of the advice.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Sign-off, follow-up and liability for the advice.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 30% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- advise on investments
- profile risk
- build portfolios
- rebalance funds
- plan retirement
- MiFID suitability
- explain financial products
- own the advice
Sources for this job· O*NET 13-2052.00· ESCO/ISCO 2412
IS WORK OVER?
Admin assistant
31%
#29 / 623
View rankingAdmin assistant
Where the time goes
Task weights are our estimates based on O*NET frequency data, not time shares published by O*NET.
The time saving for each task is estimated separately.
| Task | Share | AI | Points |
|---|---|---|---|
Use computers for various applications, such as database management or word processing.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 48% | +3.8 |
Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 12% | +0.8 |
Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Create, maintain, and enter information into databases.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 48% | +2.9 |
Make copies of correspondence or other printed material.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 28% | +1.7 |
Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 55% | +2.8 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 47% | 28% | +13.2 |
| Total | 100% | 31% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- design interfaces
- prototypes
- figma
- company policies
- use spreadsheets software
- disseminate internal communications
- maintain internal communication systems
- file documents
- organise business documents
- monitor staff absences
Sources for this job· O*NET 43-6014.00· ESCO/ISCO 4120