IS WORK OVER?

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

Financial 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.

TaskShareAIPoints
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
Total100%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

Carpenter

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.

TaskShareAIPoints
Follow established safety rules and regulations and maintain a safe and clean environment.
Estimate

No public source provides a precise figure. This is our estimate.

9%28%+2.5
Measure and mark cutting lines on materials, using a ruler, pencil, chalk, and marking gauge.
Estimate

No public source provides a precise figure. This is our estimate.

9%28%+2.5
Shape or cut materials to specified measurements, using hand tools, machines, or power saws.
Estimate

No public source provides a precise figure. This is our estimate.

8%28%+2.2
Assemble and fasten materials to make frameworks or props, using hand tools and wood screws, nails, dowel pins, or glue.
Estimate

No public source provides a precise figure. This is our estimate.

7%28%+2
Build or repair cabinets, doors, frameworks, floors, or other wooden fixtures used in buildings, using woodworking machines, carpenter's hand tools, or power tools.
Estimate

No public source provides a precise figure. This is our estimate.

6%12%+0.7
Study specifications in blueprints, sketches, or building plans to prepare project layout and determine dimensions and materials required.
Estimate

No public source provides a precise figure. This is our estimate.

6%28%+1.7
Install structures or fixtures, such as windows, frames, floorings, trim, or hardware, using carpenters' hand or power tools.
Estimate

No public source provides a precise figure. This is our estimate.

5%28%+1.4
Verify trueness of structure, using plumb bob and level.
Estimate

No public source provides a precise figure. This is our estimate.

5%28%+1.4
Other less frequent tasks (weight estimated from frequency).
Estimate

No public source provides a precise figure. This is our estimate.

45%28%+12.6
Total100%27%

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

Skills and activities

  • install locks
  • work ergonomically
  • apply proofing membranes
  • cut insulation material to size
  • use shims
  • inspect construction supplies
  • manipulate glass
  • use measurement instruments
  • apply insulation strips
  • use safety equipment in construction

Sources for this job· O*NET 47-2031.00· ESCO/ISCO 7115

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