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?
Boiler technician
20%
#464 / 623
View rankingBoiler technician
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 |
|---|---|---|---|
Logs, fault codes and spares.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 35% | +5.6 |
Routes, appointments and permits.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Diagnose, open and repair the boiler.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 12% | +2.6 |
Tune-up, combustion and pressures.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 14% | +2.2 |
Clients, porters and plant-room access.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 15% | +2.4 |
Gas, safety and not leaving the building cold.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 16% | +2.2 |
| Total | 100% | 19% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Logs, fault codes and spares
- Routes, appointments and permits
- Diagnose, open and repair the boiler
- Tune-up, combustion and pressures
- Clients, porters and plant-room access
- calderas
- tecnico de calderas
- calefaccion central
Sources for this job· O*NET 49-9021.00· ESCO/ISCO 7126