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?
Chief executive
20%
#442 / 623
View rankingChief executive
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 |
|---|---|---|---|
Reports, dashboards and board notes.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 42% | +7.6 |
Prep committees, agendas and follow-ups.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
Decide strategy, investment and cuts.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 12% | +2.2 |
Lead the exec team and conflicts.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 10% | +1.8 |
Talk to investors, unions and press.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
Represent the company and own the miss.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 15% | +2.1 |
| Total | 100% | 20% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- Reports, dashboards and board notes
- Prep committees, agendas and follow-ups
- Decide strategy, investment and cuts
- Lead the exec team and conflicts
- Talk to investors, unions and press
- Represent the company and own the miss
- directivo
- ceo
- director general
- consejero delegado
Sources for this job· O*NET 11-1011.00· ESCO/ISCO 1120