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?
Biologist
31%
#30 / 623
View rankingBiologist
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 |
|---|---|---|---|
Teach or supervise students and perform research at universities and colleges.EstimateNo public source provides a precise figure. This is our estimate. | 17% | 22% | +3.7 |
Identify, classify, and study structure, behavior, ecology, physiology, nutrition, culture, and distribution of plant and animal species.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Program and use computers to store, process, and analyze data.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 48% | +7.2 |
Supervise biological technicians and technologists and other scientists.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 22% | +3.3 |
Research environmental effects of present and potential uses of land and water areas, determining methods of improving environmental conditions or such outputs as crop yields.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 22% | +1.3 |
Collect and analyze biological data about relationships among and between organisms and their environment.EstimateNo public source provides a precise figure. This is our estimate. | 6% | 48% | +2.9 |
Study basic principles of plant and animal life, such as origin, relationship, development, anatomy, and function.EstimateNo public source provides a precise figure. This is our estimate. | 5% | 28% | +1.4 |
Review reports and proposals, such as those relating to land use classifications and recreational development, for accuracy, adequacy, or adherence to policies, regulations, or scientific standards.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. | 15% | 28% | +4.2 |
| Total | 100% | 31% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- microbiology-bacteriology
- genetics
- biotechnology
- laboratory techniques
- biology
- medical genetics
- genetic engineering
- scientific research methodology
- manage research data
- perform laboratory tests
Sources for this job· O*NET 19-1029.04· ESCO/ISCO 2131