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?
Cloud architect
28%
#82 / 623
View rankingCloud architect
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 |
|---|---|---|---|
Diagrams, ADRs and a first IaC pass.EstimateNo public source provides a precise figure. This is our estimate. | 22% | 48% | +10.6 |
Cost estimate, Well-Architected and gaps.EstimateNo public source provides a precise figure. This is our estimate. | 18% | 40% | +7.2 |
Review PRs, security and network.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 20% | +3.2 |
Align with security, finops and product.EstimateNo public source provides a precise figure. This is our estimate. | 16% | 15% | +2.4 |
PoCs, real failures and vendor limits.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 18% | +2.5 |
Sign the design and own the incident.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 14% | +2 |
| Total | 100% | 28% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- building plans
- renders
- sign a project
- Diagrams, ADRs and a first IaC pass
- Cost estimate, Well-Architected and gaps
- Review PRs, security and network
- Align with security, finops and product
- PoCs, real failures and vendor limits
- Sign the design and own the incident
- arquitecto cloud
Sources for this job· O*NET 15-1243.01· ESCO/ISCO 2511