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?

30%

AI can already do 30% of this job.

#46 / 623

Financial advisor

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. Estimate No public source provides a precise figure. This is our estimate.	18%	48%	+8.6
Propose portfolios, funds and scenarios. Estimate No public source provides a precise figure. This is our estimate.	16%	52%	+8.3
Client meeting, objections and the yes or no. Estimate No public source provides a precise figure. This is our estimate.	18%	18%	+3.2
Periodic reports, rebalancing and basic tax. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
MiFID rules, suitability and trace of the advice. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
Sign-off, follow-up and liability for the advice. Estimate No 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

IS WORK OVER?

22%

#383 / 623

Appliance technician

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
Code, history and the spare. Estimate No public source provides a precise figure. This is our estimate.	16%	40%	+6.4
Strip, test and the built-in one. Estimate No public source provides a precise figure. This is our estimate.	18%	12%	+2.2
Order the part, second visit and the client who is out. Estimate No public source provides a precise figure. This is our estimate.	16%	28%	+4.5
Warranty, misuse and what it does not cover. Estimate No public source provides a precise figure. This is our estimate.	16%	22%	+3.5
The tight kitchen and not marking the unit. Estimate No public source provides a precise figure. This is our estimate.	18%	18%	+3.2
Leave it washing, and not swapping the board blind. Estimate No public source provides a precise figure. This is our estimate.	16%	12%	+1.9
Total	100%		22%

Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low