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?
Caregiver
16%
#592 / 623
View rankingCaregiver
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 |
|---|---|---|---|
Maintain records of patient care, condition, progress, or problems to report and discuss observations with supervisor or case manager.EstimateNo public source provides a precise figure. This is our estimate. | 11% | 12% | +1.3 |
Provide patients with help moving in and out of beds, baths, wheelchairs, or automobiles and with dressing and grooming.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 12% | +1.2 |
Entertain, converse with, or read aloud to patients to keep them mentally healthy and alert.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 12% | +1.2 |
Plan, purchase, prepare, or serve meals to patients or other family members, according to prescribed diets.EstimateNo public source provides a precise figure. This is our estimate. | 10% | 12% | +1.2 |
Bathe patients.EstimateNo public source provides a precise figure. This is our estimate. | 9% | 12% | +1.1 |
Care for patients by changing bed linens, washing and ironing laundry, cleaning, or assisting with their personal care.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 12% | +1 |
Provide patients and families with emotional support and instruction in areas such as caring for infants, preparing healthy meals, living independently, or adapting to disability or illness.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 12% | +1 |
Administer prescribed oral medications, under the written direction of physician or as directed by home care nurse or aide, and ensure patients take their medicine.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 12% | +1 |
Other less frequent tasks (weight estimated from frequency).EstimateNo public source provides a precise figure. This is our estimate. | 26% | 28% | +7.3 |
| Total | 100% | 16% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- disability care
- older adults' needs
- first response
- wash the laundry
- apply first response
- tend to elderly people
- prepare sandwiches
- iron textiles
- buy groceries
- accompany people
Sources for this job· O*NET 31-1121.00· ESCO/ISCO 5322