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?
Copywriter
26%
#210 / 623
View rankingCopywriter
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 |
|---|---|---|---|
Vary language and tone of messages based on product and medium.EstimateNo public source provides a precise figure. This is our estimate. | 21% | 28% | +5.9 |
Develop advertising campaigns for a wide range of clients, working with an advertising agency's creative director and art director to determine the best way to present advertising information.EstimateNo public source provides a precise figure. This is our estimate. | 19% | 22% | +4.2 |
Discuss with the client the product, advertising themes and methods, and any changes that should be made in advertising copy.EstimateNo public source provides a precise figure. This is our estimate. | 15% | 28% | +4.2 |
Present drafts and ideas to clients.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 22% | +3.1 |
Write articles, bulletins, sales letters, speeches, and other related informative, marketing and promotional material.EstimateNo public source provides a precise figure. This is our estimate. | 14% | 28% | +3.9 |
Review advertising trends, consumer surveys, and other data regarding marketing of goods and services to determine the best way to promote products.EstimateNo public source provides a precise figure. This is our estimate. | 8% | 28% | +2.2 |
Invent names for products and write the slogans that appear on packaging, brochures and other promotional material.EstimateNo public source provides a precise figure. This is our estimate. | 7% | 28% | +2 |
Conduct research and interviews to determine which of a product's selling features should be promoted.EstimateNo public source provides a precise figure. This is our estimate. | 2% | 48% | +1 |
| Total | 100% | 27% |
Modelled workweek: 100% · Public evidence: 0% · Estimate: 100% · Confidence: Low
Skills and activities
- musical genres
- musical notation
- music literature
- musical theory
- copyright legislation
- study music
- write songs
- match lyrics to mood of melody
- write to a deadline
- create a rhyme scheme structure
Sources for this job· O*NET 27-3043.00· ESCO/ISCO 2641