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 / 643
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?
Clinical research associate
27%
#172 / 643
View rankingClinical research associate
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 |
|---|---|---|---|
Protocol, CRF and the monitoring visit.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 48% | +8.6 |
Source, the gap and the one that does not fit.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 40% | +6.4 |
Adverse event, the deadline and not delaying.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 22% | +3.5 |
Consent, the signature and the one who did not understand.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 28% | +4.5 |
The sponsor, the audit and not dressing the figure.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 14% | +2.5 |
Audit, and not leaving a made-up figure.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 12% | +1.9 |
| Total | 100% | 27% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- CRF
- monitoring
- adverse events
- informed consent
- source data
- trial audits
- clinical protocols
- site visits
Sources for this job· O*NET 11-9121.00· ESCO/ISCO 2131